Financial Planner

Prudential Financial; Lafayette (LA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Pension Plan

Disability Insurance

Job summary

Join a leading financial services firm as a Financial Professional, where you will help clients achieve their financial goals. With comprehensive training and a supportive team environment, this full-time role offers competitive pay and unique benefits. No prior experience required, just a passion for helping others and a willingness to learn.

Qualifications

• Prior sales experience and/or enjoy networking.
• Self-starter and engaging communicator.
• Minimum high school diploma or equivalent.

Responsibilities

• Develop relationships with clients and gather information.
• Prepare and review investment portfolio recommendations.
• Help clients prepare for their retirement.

Skills

Customer Service

Communication

Negotiation

Problem Solving

Critical Thinking

Education

High School Diploma or GED

College Degree

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Regional Director at Southern Financial Group - Prudential Advisors

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

We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include:

• Developing relationships with clients (both existing and prospective)
• Gathering client information and using that information to build robust financial plans
• Helping clients prepare for their retirement.
• Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

YOU:

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a Life-long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and/or enjoy networking and seeking new clients.
• Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

WE:

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity.

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

• Prudential is an Employer that participates in E-Verify.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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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