Prudential Advisors is seeking a motivated individual to join their team as a Wealth Management Associate. The role involves developing relationships with clients, gathering information to build financial plans, and preparing investment portfolio recommendations to help clients achieve their financial goals.
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 mindset
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking continued education and professional development
- Critical thinker
- College degree or equivalent work/life experience
- 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, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview
- Prudential Advisors supports the growth and success 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.