Client-Focused Financial Advisor - Retirement Planning

Prudential Financial, Inc.

New Orleans (LA)

On-site

USD 70,000 - 110,000

Full time

14 days+

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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.
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