Financial Planning Specialist

6 days ago


Paramus, New Jersey, United States Prudential Advisors - NYCNJ Full time
Job Overview

Prudential Advisors - NYC/NJ is seeking a highly motivated and analytical individual to join our team as a Financial Professional. This role offers a unique opportunity to develop a career in financial services and work with a team of experienced professionals to help clients achieve their financial goals.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Conduct financial needs assessments and create personalized financial plans to help clients achieve their objectives.
  • Provide investment portfolio recommendations and work with clients to implement their financial plans.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and provide expert advice to clients.
Requirements
  • Bachelor's degree or equivalent work experience.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and build strong relationships with clients and colleagues.
  • Entrepreneurial mindset and ability to work independently.
What We Offer
  • Comprehensive training and development program to help you achieve your career goals.
  • Competitive compensation and benefits package, including commissions and bonuses.
  • Opportunity to work with a team of experienced professionals and build a career in financial services.
  • Support for ongoing education and professional development.
About Us

Prudential Advisors is an equal-opportunity employer and welcomes applications from diverse candidates. We are committed to providing a work environment that is inclusive and respectful of all employees.



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