Financial Planner

4 weeks ago

Lake Oswego, United States Prudential Financial Full time

Explore a career as a FINANCIAL PLANNER

Take your career to the next level at Prudential Advisors Change your life by helping others change theirs

We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:

  • Developing relationships with clients (both existing and prospective)
  • Gathering client information and using that information to build robust financial plans
  • Helping clients prepare for their retirement
  • Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

YOU:

  • Are a self-starter.
  • Have an entrepreneurial mindset.
  • Are a customer service champion.
  • Are an engaging and compelling communicator and negotiator.
  • Are a problem solver.
  • Are a Life-long student seeking continued education and professional development.
  • Are a critical thinker.
  • Have prior sales experience and/or enjoy networking and seeking new clients.
  • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

WE:

  • Provide a framework to help you attain all licensing and education needed to progress through the career.
  • Support your learning through joint work and a team environment.
  • Provide competitive compensation and benefits that are unique in our industry.
  • Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Email Jennifer.Costarella@Prudential.com to schedule an informational interview

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