Financial Professional: Retirement Planning & Advisory

Prudential Financial; Ann Arbor (MI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Tuition assistance

Job summary

A financial advisory firm located in Ann Arbor, Michigan is seeking a highly motivated Regional Director. In this entry-level role, you will develop client relationships and help clients achieve their financial goals, with comprehensive training provided. Responsibilities include gathering client information and preparing investment recommendations. Compensation is based on performance, with potential earnings ranging from $50,000 to $75,000 in your first year, alongside benefits such as medical insurance, a 401(k) plan, and tuition assistance.

Qualifications

• Ability to develop client relationships.
• Gather and analyze client financial information.
• Help clients prepare for retirement.

Responsibilities

• Develop and maintain client relationships.
• Build robust financial plans for clients.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Sales experience

Networking skills

Education

College degree or equivalent work experience

High school diploma or GED equivalent

Job description

A financial advisory firm located in Ann Arbor, Michigan is seeking a highly motivated Regional Director. In this entry-level role, you will develop client relationships and help clients achieve their financial goals, with comprehensive training provided. Responsibilities include gathering client information and preparing investment recommendations. Compensation is based on performance, with potential earnings ranging from $50,000 to $75,000 in your first year, alongside benefits such as medical insurance, a 401(k) plan, and tuition assistance.