Financial Advisor

Prudential Financial; Louisiana (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships.

The ideal candidate has a finance-related bachelor's degree and at least two years in the industry, with a solid understanding of the investment business and proven financial planning skills.

Qualifications

• Bachelor's degree in Finance or related field.
• 2+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Industry experience

Investment business

Education

Bachelor's degree in Finance

Job description

Overview

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. Must be located in Louisiana!

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
• 2+ years' of industry experience
• Strong understanding of the investment business