Prudential Financial is seeking a Financial Planner to join their Greater Heartland Financial Group firm. The role involves working with a team of Financial Advisors to help clients achieve their financial goals through building robust financial plans and preparing for retirement.
Responsibilities
- Relationships with clients (both existing and prospective)
- Client information and using that information to build robust financial plans
- Clients prepare for their retirement
- Reviewing investment portfolio recommendations
Skills
- A self-starter
- An entrepreneurial mindset
- A customer service champion
- An engaging and compelling communicator and negotiator
- A problem solver
- A Life-long student seeking continued education and professional development
- A critical thinker
- Prior sales experience and/or enjoy networking and seeking new clients
- A 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
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.