Financial Advisor

Prudential Financial; Illinois; On-site; USD 65,000 - 78,000; Full time

Job summary

Prudential Financial is seeking a Business Development Manager to deliver personalized investment solutions in the Chicago Area. The role involves assisting clients with their financial plans and ensuring accuracy in prepared documents. Ideal candidates will have a Bachelor's degree in Finance and extensive industry experience, making significant contributions through strong interpersonal skills.

Benefits

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Qualifications

• 5+ years of industry experience required.
• Strong understanding of the investment business is essential.

Responsibilities

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

Skills

Interpersonal skills

Understanding of investment business

Education

Bachelor's degree in Finance or related field

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager at Prudential Advisors -Chicago Area- Wisconsin

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

Responsibilities

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

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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