Tsenta
Tsenta

Prudential Advisors

Financial Planner

Entry LevelHybrid
Location

Broomfield, CO

Salary

$50k–$75k/yr

Experience

Not specified

Posted

4 days ago

Skills

financial planningclient relationship managementsales experiencecritical thinkingcustomer servicenetworkingentrepreneurial mindsetcommunication skillsproblem solvinglifelong learning

Job Description

Summary: Prudential Advisors is seeking motivated individuals to join their team as Financial Planners. The role involves building financial plans for clients, preparing them for retirement, and reviewing investment portfolios, all while receiving comprehensive training and development. Responsibilities: - Relationships with clients (both existing and prospective) - Client information and using that information to build robust financial plans - Clients prepare for their retirement - And reviewing investment portfolio recommendations Required Qualifications: - a self-starter - an entrepreneurial mindset - a customer service champion - an engaging and compelling communicator and negotiator - a problem solver - a Life-long student seeking continued education and professional development - a critical thinker - prior sales experience and/or enjoy networking and seeking new clients - a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Preferred Qualifications: - prior exposure to the financial services industry Required Skills: Financial planning, Client relationship management Important Skills: Sales experience, Critical thinking Nice-to-Have Skills: Customer service, Networking, Entrepreneurial mindset, Communication skills, Problem solving, Lifelong learning Benefits: 401(k) plan, Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, Paid leave

Benefits

401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
Paid leave

Interested in this role?

Auto apply with Tsenta. AI tailors your resume and fills out the application for you.

Financial Planner at Prudential Advisors | Tsenta