Financial Planner

Prudential Financial

Plymouth (IN)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k) plan

Pension plan

Disability insurance

Tuition assistance

Paid maternity leave

Child care support

Paid paternity leave

Student loan assistance

Job summary

A leading financial services provider in Plymouth, IN, is seeking a motivated Business Development Manager to guide and develop relationships with clients. Responsibilities include creating personalized financial plans and assisting clients in achieving retirement goals. Applicants should have strong communication skills, a customer-centric attitude, and prior sales experience. The role offers competitive compensation with a focus on training and development, alongside potential earnings of $50,000 to $75,000 upon successful completion of the training program.

Qualifications

Self-starter with a customer-focused mindset.
Compelling communicator skilled in negotiation.
Enjoys networking and seeking new clients.

Responsibilities

Develop relationships with clients (both existing and prospective).
Gather client information to build financial plans.
Help clients prepare for retirement.

Skills

Customer service

Engaging communication

Problem solving

Sales experience

Networking

Education

High school diploma or GED

College degree or equivalent work/life experience

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 me at 469-767-7018 or email Christine.Boykin@Prudential.com 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, 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.

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.

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