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Wealth Advisor

Work from home Full-time role Hiring

Prudential Advisors is seeking motivated individuals to become Financial Planners. The role involves developing client relationships, gathering information to build financial plans, and assisting clients with retirement preparation and investment portfolio recommendations.

Responsibilities

  • 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

Skills

  • Highly motivated analytical individual
  • Self-starter
  • Entrepreneurial reputed company
  • Customer service champion
  • Engaging and compelling communicator and negotiator
  • Problem solver
  • Life-long student seeking reputed company education and professional development
  • Critical thinker
  • College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
  • Prior exposure to the financial services industry
  • Prior sales experience
  • Enjoy networking and seeking new clients

Benefits

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

Company Overview

  • Prudential Advisors supports the growth and reputed company of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. It was founded in undefined, and is headquartered in Newark, NJ, US, with a workforce of 1001-5000 employees. Its website is http://prudentialadvisors.com.
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