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