Client-Focused Financial Planner & Retirement Strategist

Prudential Financial; Morristown (NJ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Medical, dental, and vision insurance

Paid leave

Job summary

A financial services firm in Morristown is seeking a highly motivated Regional Director to develop client relationships and assist in financial planning. The ideal candidate is a self-starter and strong communicator, with a college degree or equivalent experience. No prior financial knowledge is necessary due to a comprehensive training program. This role offers a competitive salary and benefits, including a comprehensive training program.

Qualifications

• Entrepreneurial individual seeking a career opportunity.
• Willingness to learn and develop in financial services.

Responsibilities

• Develop relationships with clients.
• Gather client information to create financial plans.
• Assist clients with retirement preparation.
• Review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Sales experience

Networking

Education

College degree or equivalent work/life experience

High school diploma or GED equivalent

Job description

A financial services firm in Morristown is seeking a highly motivated Regional Director to develop client relationships and assist in financial planning. The ideal candidate is a self-starter and strong communicator, with a college degree or equivalent experience. No prior financial knowledge is necessary due to a comprehensive training program. This role offers a competitive salary and benefits, including a comprehensive training program.