Financial Planner: Growth & License Training Path

Prudential Financial; Illinois; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, and vision insurance

Paid leave

Job summary

A leading financial services firm located in Illinois is seeking a Business Development Manager to foster client relationships and guide them in achieving their financial goals. This role offers comprehensive training with no prior financial knowledge required, although exposure is a plus. The position provides competitive compensation ranging from $50,000 to $75,000 annually, along with unique benefits and professional development opportunities. This is a full-time employment position focusing on sales and business development.

Qualifications

• Self-starter with strong communication and sales skills.
• Engaging and persuasive negotiator focused on client relationships.
• Willingness to continue education and professional development.

Responsibilities

• Develop relationships with clients to assist in financial planning.
• Prepare and review investment portfolio recommendations.
• Guide clients in retirement preparation.

Skills

Customer service

Communication

Negotiation

Problem solving

Sales experience

Networking

Critical thinking

Education

College degree or equivalent experience

Job description

A leading financial services firm located in Illinois is seeking a Business Development Manager to foster client relationships and guide them in achieving their financial goals. This role offers comprehensive training with no prior financial knowledge required, although exposure is a plus. The position provides competitive compensation ranging from $50,000 to $75,000 annually, along with unique benefits and professional development opportunities. This is a full-time employment position focusing on sales and business development.