Financial Planner

Prudential Financial; New Orleans (LA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Commission-based compensation

Comprehensive training and development

Supportive team environment

Job summary

A leading financial services company is seeking a Regional Director to enhance client relationships and develop robust financial plans. The ideal candidate is a self-starter with strong communication skills and a minimum educational requirement of a high school diploma. This full-time position offers a competitive compensation model with a support framework for licensing and education. Join a dynamic team focused on helping clients achieve their financial goals in New Orleans.

Qualifications

• Self-starter and critical thinker.
• Experience in sales or networking is a plus.
• No prior knowledge of financial services required.
• Problem solver, lifelong learner, and critical thinker.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Analytical skills

Customer service

Communication

Problem solving

Networking

Education

College degree or equivalent work/life experience

High school diploma or GED equivalent

Job description

Regional Director at Southern Financial Group - Prudential Advisors

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 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 Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional 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, pay‑for‑performance compensation, which includes commissions 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.

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.

Seniority level

• Not Applicable

Employment type

• Full‑time

Job function

• Finance and Sales