Financial Planner

Prudential Financial; Louisville (KY); On-site; USD 15,000 - 75,000; Full time

Benefits offered by this job

Competitive pay-for-performance compensation

401(k) plan

Company-sponsored medical, dental, and vision insurance

Job summary

A leading financial services firm in Louisville is seeking a Regional Director and Wealth Management Advisor to develop client relationships and prepare financial plans. The ideal candidate will have strong communication skills, a customer service background, and a desire for professional development. This full-time entry-level position offers competitive performance-based compensation and opportunities for licensing and growth.

Qualifications

• Prior sales experience is preferred.
• Enjoy networking and seeking new clients.

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

Problem solver

Critical thinker

Education

College degree or equivalent work/life experience

Minimum high school diploma or GED

Job description

Overview

Regional Director, and Wealth Management Advisor at Prudential Advisors. 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 Louisville 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 Professional is a key member of our team.

Responsibilities

• 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

Qualifications and Attributes

• Are a self-starter
• Are a customer service champion
• Are an engaging and compelling communicator and negotiator
• Are a problem solver
• Are a lifelong 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

Company-Provided Framework and Career Path

• 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, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry
• Provide a roadmap for your success with our experienced team of leaders

Program Details and Compensation

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, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). 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. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

Company Information and Equal Opportunity

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.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Note: The original posting included additional postings and related job advertisements which are not part of this role description.