Louisiana Financial Planner & Investment Advisor

Prudential Financial; Louisiana (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships.

The ideal candidate has a finance-related bachelor's degree and at least two years in the industry, with a solid understanding of the investment business and proven financial planning skills.

Qualifications

• Bachelor's degree in Finance or related field.
• 2+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Industry experience

Investment business

Education

Bachelor's degree in Finance

Job description

Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships.

The ideal candidate has a finance-related bachelor's degree and at least two years in the industry, with a solid understanding of the investment business and proven financial planning skills.