Financial Planning Associate

Prudential Financial, Inc.; Cranberry Township (Butler County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Framework for licensing and education progression

Team-based learning environment

Competitive pay with commissions and benefits

Guidance from experienced leaders

Job summary

Join Prudential Advisors as a Financial Planner and take your career to the next level! This role involves helping clients achieve their financial goals through comprehensive planning and relationship building. No prior experience is needed as training is provided. Enjoy competitive pay, commissions, and benefits in a supportive team environment.

Qualifications

• Self-starter and lifelong learner.
• Engaging communicator and negotiator.
• Sales experience and/or enjoy networking.

Responsibilities

• Developing relationships with clients (existing and prospective).
• Gathering client information to build comprehensive financial plans.
• Helping clients prepare for retirement.
• Preparing and reviewing investment portfolio recommendations.

Skills

Customer service

Communication

Negotiation

Problem solving

Sales

Critical thinking

Education

College degree or equivalent work/life experience

High school diploma or GED

Job description

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

Job Opportunity: Financial Planner

We are seeking a highly motivated, analytical individual to join our team. The successful candidate will work within a team of Financial Advisors, aiming to help clients achieve their financial goals.

The Financial Planner is a key team member. After obtaining necessary licenses and registrations through our Career Development Program (“CDP”), your typical responsibilities may include:

1. Developing relationships with clients (existing and prospective)
2. Gathering client information to build comprehensive financial plans
3. Helping clients prepare for retirement
4. Preparing and reviewing investment portfolio recommendations

No prior experience in financial services is required due to our comprehensive training and development program, though industry exposure is a plus.

Candidate Profile:

• Self-starter
• Customer service-oriented
• Engaging communicator and negotiator
• Problem solver
• Lifelong learner
• Critical thinker
• Sales experience and/or enjoy networking
• College degree or equivalent work/life experience (high school diploma or GED minimum)

Our Support:

• Framework for licensing and education progression
• Team-based learning environment
• Competitive pay with commissions and benefits
• Guidance from experienced leaders

Interested? Call 267-713-1640 or email [e-mail] for an informational interview!

The path begins with the Pre-Contract CDP Affiliate phase, covering licensing costs. Upon successful completion, you may start as a part-time CDP Contract Associate earning approximately $15/hour, progressing to a full-time Financial Professional Associate (FPA) earning $50,000–$75,000 in commissions and bonuses in the first year. FPAs may also enroll in benefits like a 401(k), health insurance, and paid leave.

Prudential Advisors is an equal opportunity employer and participates in E-Verify. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other legally protected characteristic.