Client-Focused Financial Advisor - Retirement Planning

Prudential Financial; New Orleans (LA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Commission-based compensation

Comprehensive training and development

Supportive team environment

Job summary

A leading financial services company is seeking a Regional Director to enhance client relationships and develop robust financial plans. The ideal candidate is a self-starter with strong communication skills and a minimum educational requirement of a high school diploma. This full-time position offers a competitive compensation model with a support framework for licensing and education. Join a dynamic team focused on helping clients achieve their financial goals in New Orleans.

Qualifications

• Self-starter and critical thinker.
• Experience in sales or networking is a plus.
• No prior knowledge of financial services required.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Analytical skills

Customer service

Communication

Problem solving

Networking

Education

College degree or equivalent work/life experience

High school diploma or GED equivalent

Job description

A leading financial services company is seeking a Regional Director to enhance client relationships and develop robust financial plans. The ideal candidate is a self-starter with strong communication skills and a minimum educational requirement of a high school diploma. This full-time position offers a competitive compensation model with a support framework for licensing and education. Join a dynamic team focused on helping clients achieve their financial goals in New Orleans.