What are the responsibilities and job description for the Financial Planner position at Prudential Advisors?
Financial Planner
Prudential Advisors is seeking a Financial Planner to join our team. This position will be responsible for the development of financial plans for clients, and the management of client accounts.
Qualifications:
- Bachelor’s degree in Finance, Accounting or related field required.
- 1 years of experience in financial planning and or investment management.
- Must be able to work with clients in their personal finance goals.
- Must be able to work with clients on their tax planning strategies.
- Must be able to work with clients on asset allocation strategies.
- Must have strong communication skills, both written and verbal.
- Must have strong organizational skills and ability to manage multiple projects simultaneously.
- Must have strong analytical skills and ability to identify problems quickly and solve them effectively.
- Must be able to work in a fast-paced environment and be able to adapt to change quickly.
- Must have a positive attitude, good sense of humor, and passion for helping others.
Prudential Advisors is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.'
Job Type: Full-time
Pay: $42,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Parental leave
- Retirement plan
- Vision insurance
Compensation package:
- Commission pay
Experience:
- Financial planning: 1 year (Preferred)
License/Certification:
- FINRA License (Preferred)
Work Location: Hybrid remote in Basking Ridge, NJ 07920
Salary : $42,000 - $75,000