Prudential Financial is seeking a motivated individual to join their team as a Financial Advisor in Irvine, California. This role involves developing client relationships, creating financial plans, and assisting clients with retirement preparations.
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
- 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 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, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview
Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 10001+ employees. Its website is http://www.prudential.com.Company H1B Sponsorship
Prudential Financial has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.