Senior Financial Planning & Investment Advisor

Prudential Financial; Melville (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial services company based in Melville, NY is seeking a candidate to deliver personalized investment solutions and provide financial planning support to clients. The ideal candidate will have a Bachelor's degree in finance, 5+ years of industry experience, and a strong understanding of the investment business. This full-time role offers a chance to significantly impact client financial goals.

Qualifications

• 5+ years' of industry experience in finance.
• Strong understanding of the investment business.
• Excellent interpersonal skills for client interaction.

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 understanding

Interpersonal skills

Education

Bachelor's degree in Finance or related field

Job description

A financial services company based in Melville, NY is seeking a candidate to deliver personalized investment solutions and provide financial planning support to clients. The ideal candidate will have a Bachelor's degree in finance, 5+ years of industry experience, and a strong understanding of the investment business. This full-time role offers a chance to significantly impact client financial goals.