Financial Advisor

Prudential Financial; Shelton (CT); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Structured pathway to licensing

Supportive team environment

Competitive compensation

Career Development Program

Job summary

Join a forward-thinking company as a Business Development Manager, where you will play a crucial role in helping clients achieve their financial dreams. This position offers a structured pathway to attain necessary licenses and provides a supportive team environment for continuous learning and growth. With competitive compensation and a clear roadmap for success, this opportunity is perfect for self-starters who are passionate about customer service and financial planning. If you enjoy networking and building relationships, this role is designed for you.

Qualifications

• Self-starter with strong customer service skills.
• Engaging communicator and negotiator with problem-solving abilities.

Responsibilities

• Develop relationships with clients to achieve financial goals.
• Gather client information to create comprehensive financial plans.

Skills

Customer service

Communication

Problem-solving

Sales experience

Networking

Critical thinking

Education

High school diploma or GED

College degree or equivalent experience

Job description

Business Development Manager for the Northeast Financial Group at Prudential Advisors

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

We have an immediate opening for a highly motivated, analytical individual to join our Northeast Financial Group firm. The successful candidate will work within a team of Financial Advisors, aiming to help clients achieve their financial goals.

After obtaining the necessary licenses and registrations to become a FINANCIAL ADVISOR, your typical day may include:

1. Developing relationships with clients (both existing and prospective).
2. Gathering client information to build comprehensive financial plans.
3. Helping clients prepare for retirement.
4. Preparing and reviewing investment portfolio recommendations.

Our comprehensive training and development program means prior experience in the financial services industry is not required, though it is a plus.

Candidate qualities include:

• Self-starter
• Customer service champion
• Engaging and compelling communicator and negotiator
• Problem solver
• Continuous learner seeking professional development
• Critical thinker
• Prior sales experience or enjoy networking and acquiring new clients
• College degree or equivalent work/life experience (minimum high school diploma or GED)

We offer:

• A structured pathway to attain all necessary licensing and education.
• Supportive team environment for learning and growth.
• Competitive compensation and benefits.
• A clear roadmap for success with experienced leadership.

Learn more about this opportunity and our Career Development Program (CDP). Contact me at 774-526-4862 or [e-mail] for an informational interview!