Growth-Oriented Financial Planner in Training

Prudential Financial; Lower Merion Township (Montgomery County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible training programs

Health benefits and 401(k)

Job summary

A leading financial services firm in Lower Merion Township is seeking a motivated Financial Planner. The role involves building relationships with clients, preparing financial plans, and guidance towards retirement. No prior experience is necessary as comprehensive training is provided. Competitive performance-based compensation is offered alongside benefits. This position is ideal for self-starters looking towards a rewarding career in finance.

Qualifications

• Self-starter attitude required.
• Engaging communication and negotiation skills.
• Previous sales experience or networking skills valued.

Responsibilities

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

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Lifelong learner

Critical thinker

Sales experience

Education

High school diploma or GED

College degree or equivalent work/life experience

Job description

A leading financial services firm in Lower Merion Township is seeking a motivated Financial Planner. The role involves building relationships with clients, preparing financial plans, and guidance towards retirement. No prior experience is necessary as comprehensive training is provided. Competitive performance-based compensation is offered alongside benefits. This position is ideal for self-starters looking towards a rewarding career in finance.