Financial Advisor

Prudential Financial; City of White Plains (NY); On-site; Full time

Job summary

Join Prudential Advisors as a Financial Advisor and take your career to the next level. In this role, you'll develop client relationships, assist in financial planning, and prepare retirement strategies. With comprehensive training and support, no prior experience in financial services is required, making this a great opportunity for motivated individuals looking to grow in a rewarding career.

Benefits

Competitive compensation and benefits

401(k) enrollment

Medical, dental, vision, and life insurance plans

Paid leave eligibility

Qualifications

• Self-starter with prior sales experience or enjoyment in networking.
• Engaging communicator and negotiator.
• Commitment to continuous education and professional growth.

Responsibilities

• Develop relationships with existing and prospective clients.
• Gather client information to build comprehensive financial plans.
• Assist clients in preparing for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Customer service

Communication

Negotiation

Problem solving

Critical thinking

Networking

Education

College degree or equivalent work/life experience

High school diploma or GED

Job description

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an immediate opening for a highly motivated, analytical individual to join our Northeast Financial Group firm. The successful candidate will work within a team of Financial Advisors, aiming to help clients achieve their financial goals.

As a key team member, after obtaining the necessary licenses and registrations to become a FINANCIAL ADVISOR, your typical day may include:

1. Developing relationships with existing and prospective clients
2. Gathering client information to build comprehensive financial plans
3. Assisting clients in preparing for retirement
4. Preparing and reviewing investment portfolio recommendations

Our comprehensive training program means prior experience in financial services is not required, though industry exposure is a plus.

YOU:

• Are a self-starter
• Excel in customer service
• Are an engaging communicator and negotiator
• Are a problem solver
• Seek continuous education and professional growth
• Think critically
• Have prior sales experience or enjoy networking and acquiring new clients
• Hold a college degree or equivalent work/life experience, with at least a high school diploma or GED

WE:

• Provide a framework to attain necessary licensing and education for career advancement
• Support your learning through team collaboration
• Offer competitive compensation and benefits
• Guide your success with experienced leadership

Learn more about this exciting opportunity and our Career Development Program (CDP). Contact me at 774-526-4862 or [emailprotected] to schedule an informational interview!

1049766-00002-00

The path to becoming a Financial Advisor begins with the Pre-Contract CDP Affiliate phase, during which you'll study to obtain FINRA and state licenses, with costs covered by the company.

Upon completing this phase and accepting a part-time position as a CDP Contract Associate, compensation starts at $15/hour or the applicable minimum wage.

After successfully completing this phase, you may be offered a full-time role as a Financial Professional Associate (FPA), earning commissions and bonuses typically ranging from $50,000 to $75,000 in the first year.

FPAs may also enroll in a 401(k), and participate in medical, dental, vision, and life insurance plans, with eligibility for paid leave.

Prudential Advisors is a subsidiary of The Prudential Insurance Company of America.

We are an equal opportunity employer, committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or other protected characteristics.

Prudential participates in E-Verify.

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Financial Advisor • White Plains, NY, United States