Wealth Advisor & Retirement Planning Specialist

Prudential Financial; Louisville (KY); On-site; USD 15,000 - 75,000; Full time

Benefits offered by this job

Competitive pay-for-performance compensation

401(k) plan

Company-sponsored medical, dental, and vision insurance

Job summary

A leading financial services firm in Louisville is seeking a Regional Director and Wealth Management Advisor to develop client relationships and prepare financial plans. The ideal candidate will have strong communication skills, a customer service background, and a desire for professional development. This full-time entry-level position offers competitive performance-based compensation and opportunities for licensing and growth.

Qualifications

• Prior sales experience is preferred.
• Enjoy networking and seeking new clients.

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

Critical thinker

Education

College degree or equivalent work/life experience

Minimum high school diploma or GED

Job description

A leading financial services firm in Louisville is seeking a Regional Director and Wealth Management Advisor to develop client relationships and prepare financial plans. The ideal candidate will have strong communication skills, a customer service background, and a desire for professional development. This full-time entry-level position offers competitive performance-based compensation and opportunities for licensing and growth.