Financial Advisor

Prudential Financial; Minot (ND); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company in Minot, ND is seeking a Financial Advisor to deliver personalized investment solutions. The ideal candidate will provide financial planning support, help cultivate client relationships, and ensure the accuracy of financial plans. A Bachelor's degree in Finance and over 3 years of industry experience are required. This is a full-time position at the mid-senior level.

Qualifications

• 3+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

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

Skills

Interpersonal skills

Financial planning

Investment business knowledge

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
• 3+ 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 Sales

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