Senior Financial Advisor & Planning Specialist

Great Lakes Financial Group of Prudential; Troy (MI); On-site; USD 85,000 - 120,000; Full time

Job summary

Great Lakes Financial Group of Prudential is seeking an experienced investment planning professional in Michigan to deliver personalized financial solutions. The role focuses on creating financial plans, supporting investment professionals, and ensuring accuracy through careful cross-checking of information.

The ideal candidate holds a Bachelor's degree in finance or related field and brings 5+ years in the industry with a solid understanding of the investment business to help clients reach

Qualifications

• Bachelor's degree in finance or related field.
• 5+ 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

Financial planning

Investment knowledge

Client relationships

Education

Bachelor's degree in finance or related field

Job description

Great Lakes Financial Group of Prudential is seeking an experienced investment planning professional in Michigan to deliver personalized financial solutions. The role focuses on creating financial plans, supporting investment professionals, and ensuring accuracy through careful cross-checking of information.

The ideal candidate holds a Bachelor's degree in finance or related field and brings 5+ years in the industry with a solid understanding of the investment business to help clients reach