Financial Advisor

Prudential Financial; Melville (NY); 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

A financial services company based in Melville, NY is seeking a candidate to deliver personalized investment solutions and provide financial planning support to clients. The ideal candidate will have a Bachelor's degree in finance, 5+ years of industry experience, and a strong understanding of the investment business. This full-time role offers a chance to significantly impact client financial goals.

Qualifications

• 5+ years' of industry experience in finance.
• Strong understanding of the investment business.
• Excellent interpersonal skills for client interaction.

Responsibilities

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

Skills

Financial planning

Investment understanding

Interpersonal skills

Education

Bachelor's degree in Finance or related field

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.

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

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Strategy/Planning

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance