Financial Planner
Prudential Advisors 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
- 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
- Paid leave
Company Overview