Financial Advisor

Prudential Advisors; Baton Rouge (LA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial services firm is seeking a Regional Director in Baton Rouge, Louisiana, to deliver personalized investment solutions and support clients in achieving long-term financial goals. Responsibilities include preparing financial plans and ensuring their accuracy, while also cultivating client relationships. Ideal candidates will have a strong understanding of the investment business and excellent interpersonal skills. This full-time position offers a salary range between $50,000 and $75,000, along with benefits including medical insurance and a pension plan.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Strong understanding of the investment business

Excellent interpersonal skills

Job description

Regional Director at Prudential Advisors

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Base pay range

$50,000.00/yr - $75,000.00/yr

Additional compensation types

• Commission

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Financial Services, Investment Management, and Insurance

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance

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