Hybrid Financial Advisor: Client Planning & Growth

Prudential Financial; Irvine (CA); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training and development program

Competitive pay-for-performance compensation

401(k) plan and company-sponsored insurance plans

Paid leave

Job summary

A leading financial services firm in Irvine, California is seeking a motivated Financial Advisor. This role involves developing client relationships, preparing retirement plans, and reviewing investment portfolios. The ideal candidate is a self-starter with strong communication skills and a desire to support clients in achieving their financial goals. No prior knowledge of the financial services industry is required, making this a great opportunity for entry-level candidates.

Qualifications

• Motivated analytical individual with a desire to help clients.
• Self-starter with strong customer service orientation.
• Prior sales experience is beneficial.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial planning.
• Prepare clients for retirement.
• Review investment portfolio recommendations.

Skills

Customer service

Communication

Negotiation

Problem-solving

Networking

Critical thinking

Education

High school diploma or GED equivalent

College degree or equivalent work/life experience

Job description

A leading financial services firm in Irvine, California is seeking a motivated Financial Advisor. This role involves developing client relationships, preparing retirement plans, and reviewing investment portfolios. The ideal candidate is a self-starter with strong communication skills and a desire to support clients in achieving their financial goals. No prior knowledge of the financial services industry is required, making this a great opportunity for entry-level candidates.