Financial Planner

Prudential Financial; Evansville (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training and education program

Competitive compensation and benefits

Supportive team environment

Job summary

A financial services firm is hiring a Business Development Manager who will serve as a Financial Planner, developing relationships with clients to help them achieve financial goals. The ideal candidate should be a self-starter with strong communication skills and a desire for continual learning. This role offers comprehensive training programs and competitive compensation. If you are passionate about networking and helping clients prepare for their financial futures, this could be the perfect opportunity for you.

Qualifications

• Must be a self-starter and an engaging communicator.
• Prior sales experience and networking skills are advantageous.
• Open to individuals with a strong desire for education and professional development.

Responsibilities

• Develop relationships with clients and gather their information.
• Prepare financial plans and investment portfolio recommendations.
• Assist clients in preparing for their retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Networking experience

Critical thinker

Education

College degree or equivalent work/life experience

Minimum of high school diploma or GED equivalent

Job description

Business Development Manager at Prudential Advisors

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 highly motivated analytical individual to join us in our firm. In general, 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 469-767-7018 or email [e-mail] to schedule an informational interview!

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. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.