Financial Planner: Build Retirement & Investment Plans

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.

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

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.