Growth-Minded Financial Advisor | Retirement Planner

Prudential Financial; Warwick (RI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Pension Plan

Disability Insurance

Job summary

An established industry player is seeking a motivated Business Development Manager to join their Northeast Financial Group. This exciting role offers a unique opportunity to help clients achieve their financial goals while receiving comprehensive training and support. As a key team member, you will develop client relationships, prepare financial plans, and review investment portfolios. With a focus on professional development and a supportive team environment, this position is perfect for those eager to grow in the financial services industry. If you're a self-starter with a passion for helping others, this is the career for you!

Qualifications

• No prior knowledge of the financial services industry is required.
• Must possess a minimum of a high school diploma or GED equivalent.

Responsibilities

• Develop relationships with clients to help them achieve financial goals.
• Gather client information to build robust financial plans.
• Prepare and review investment portfolio recommendations.

Skills

Customer Service

Communication

Problem Solving

Sales Experience

Analytical Skills

Education

High School Diploma or GED

College Degree

Job description

An established industry player is seeking a motivated Business Development Manager to join their Northeast Financial Group. This exciting role offers a unique opportunity to help clients achieve their financial goals while receiving comprehensive training and support. As a key team member, you will develop client relationships, prepare financial plans, and review investment portfolios. With a focus on professional development and a supportive team environment, this position is perfect for those eager to grow in the financial services industry. If you're a self-starter with a passion for helping others, this is the career for you!