Financial Services Professional

Great Lakes Financial Group of Prudential; Grand Rapids (MI); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services company located in Grand Rapids is seeking a Regional Director to deliver personalized investment solutions and provide financial planning support. The role involves cultivating client relationships and ensuring accuracy in financial plans. The ideal candidate should have a Bachelor’s degree in Finance and strong interpersonal skills. This position is full-time.

Qualifications

• Bachelor's degree in Finance or related field.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Interpersonal skills

Understanding of investment business

Education

Bachelor's degree in Finance or related field

Job description

Regional Director at Prudential Advisors

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales

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