Financial Planner

Prudential Financial; Bloomington (IN); On-site; USD 17,047 - 24,280; Full time

Benefits offered by this job

Comprehensive training and development program

Competitive compensation and benefits

Job summary

A financial services firm in Bloomington, Indiana is seeking a motivated Financial Planner to join their team. The role focuses on developing client relationships, preparing financial plans, and helping clients with their retirement. Comprehensive training is provided, and no prior industry knowledge is required. The initial compensation is $15/hour during training, transitioning to commission-based pay for full-time roles.

Qualifications

• Must have a minimum of a high school diploma or GED equivalent.
• No prior knowledge of the financial services industry required, but a plus.
• Prior sales experience or enjoy networking is beneficial.

Responsibilities

• Develop relationships with clients.
• Gather client information to build financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator and negotiator

Problem solver

Lifelong learner

Critical thinker

Sales experience

Networking skills

Education

College degree or equivalent work/life experience

Job description

Regional Director with Prudential Advisors-Greater Midwest Financial Group.

Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an opening for a motivated, highly personable individual to join us in our firm. The entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program ("CDP"), your typical day may include:

• Developing relationships with clients (both existing and prospective)
• Gathering client information and using that information to build robust financial plans
• Helping clients prepare for their retirement
• Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

YOU:

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a Life-long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and/or enjoy networking and seeking new clients.
• Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

WE:

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive compensation and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Call or email to schedule an informational interview!

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses. Upon successful completion, compensation is initially expected to be $15/hour. After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis.

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW.