Financial Advisor

Prudential Financial; Mankato (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Mankato, Minnesota is seeking a Mid-Senior level Business Development Manager to provide personalized investment solutions and financial planning support to clients. The ideal candidate will have a Bachelor's degree in Finance, over 5 years of experience, and strong interpersonal skills. The role requires Series 7 and 66 licenses, along with three or more years of investment sales experience. This is a full-time position in the finance and sales sectors.

Qualifications

• 5+ years of industry experience.
• Strong understanding of the investment business.
• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare financial plans and verify their accuracy.

Skills

Financial planning support

Client relationship cultivation

Financial plan preparation

Interpersonal skills

Education

Bachelor's degree in Finance or related field

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager / Strategic Growth Partner / Upper Midwest & MT, WY

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.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals in cultivating client relationships
• Prepare financial plans and verify 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

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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Note: The job posting appears to be active, with no indication of expiration.