Wealth Advisor & Retirement Planning Specialist

Prudential Financial; Louisville (KY); Vor Ort; USD 15.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive pay-for-performance compensation

401(k) plan

Company-sponsored medical, dental, and vision insurance

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• Develop relationships with clients.
• Gather client information to build financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Kenntnisse

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Ausbildung

College degree or equivalent work/life experience

Minimum high school diploma or GED

Jobbeschreibung

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.