Financial Planner — Launch Your Advisory Career

Prudential Financial; Bloomington (IN); On-site; USD 17,047 - 24,280; Full time

Benefits offered by this job

Comprehensive training and development program

Competitive compensation and benefits

Job summary

A financial services firm in Bloomington, Indiana is seeking a motivated Financial Planner to join their team. The role focuses on developing client relationships, preparing financial plans, and helping clients with their retirement. Comprehensive training is provided, and no prior industry knowledge is required. The initial compensation is $15/hour during training, transitioning to commission-based pay for full-time roles.

Qualifications

• Must have a minimum of a high school diploma or GED equivalent.
• No prior knowledge of the financial services industry required, but a plus.
• Prior sales experience or enjoy networking is beneficial.

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 and negotiator

Problem solver

Lifelong learner

Critical thinker

Sales experience

Networking skills

Education

College degree or equivalent work/life experience

Job description

A financial services firm in Bloomington, Indiana is seeking a motivated Financial Planner to join their team. The role focuses on developing client relationships, preparing financial plans, and helping clients with their retirement. Comprehensive training is provided, and no prior industry knowledge is required. The initial compensation is $15/hour during training, transitioning to commission-based pay for full-time roles.