Financial Advisor & Retirement Planner

Prudential Financial; Reading (Berks County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

A leading financial services firm in Reading, PA, is looking for a Business Development Manager to join their team. In this role, you will develop relationships with clients, help them prepare for retirement, and create robust financial plans. The firm provides a comprehensive training program, competitive compensation, and opportunities for networking and development. Ideal candidates are strong communicators with sales experience and a commitment to client service.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial plans.
• Help clients prepare for retirement.
• Review investment portfolio recommendations.

Skills

Self-starter

Customer service

Communication

Problem solving

Critical thinking

Sales experience

Networking

Education

High school diploma or GED

College degree or equivalent experience

Job description

A leading financial services firm in Reading, PA, is looking for a Business Development Manager to join their team. In this role, you will develop relationships with clients, help them prepare for retirement, and create robust financial plans. The firm provides a comprehensive training program, competitive compensation, and opportunities for networking and development. Ideal candidates are strong communicators with sales experience and a commitment to client service.