Financial Professional

Prudential Financial; Ohio; 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 financial services company in Ohio is seeking an Entry-level Financial Professional to develop client relationships and assist in financial planning. The role offers a starting pay of $15/hour, with potential earnings of $50,000 - $75,000 in commissions. Candidates should possess strong communication skills and a willingness to learn and develop in a supportive team environment.

Qualifications

• Must be willing to learn and pursue continued education.
• Experience in sales is preferred.
• Ability to communicate effectively with clients.

Responsibilities

• Develop relationships with clients.
• Gather client information to build financial plans.
• Assist clients in preparing for retirement.
• Prepare and review investment portfolios.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Prior sales experience

Networking skills

Education

High school diploma or GED

College degree or equivalent work/life experience

Job description

Overview

We have an opening for a highly motivated analytical individual to join us in our Cincinnati firm. 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

Responsibilities

• 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

Qualifications

• 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

Compensation and Programs

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

About Prudential

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.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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