Demo

Financial Planner

Prudential Advisors
Forest, NY Full Time
POSTED ON 12/1/2023 CLOSED ON 3/14/2024

What are the responsibilities and job description for the Financial Planner position at Prudential Advisors?

Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an immediate opening for a highly motivated analytical individual to join us in our Empire City firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER your typical day may include:

  • 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

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:

  • Are a self-starter.
  • Have an entrepreneurial mindset.
  • Are a customer service champion.
  • Are an engaging and compelling communicator and negotiator.
  • Are a problem solver.
  • Are a Life-long student seeking continued education and professional development.
  • Are a critical thinker.
  • Have prior sales experience and/or enjoy networking and seeking new clients.
  • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

WE:

  • Provide a framework to help you attain all licensing and education needed to progress through the career.
  • Support your learning through joint work and a team environment.
  • Provide competitive compensation and benefits that are unique in our industry.
  • Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity.

1049766-00003-00

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.

Should you receive and accept an offer to commence employment with Prudential upon completion of the Affiliate (licensing) portion of the Career Development Program (CDP), compensation is initially expected to be $15/hour (or higher depending on your city/state’s minimum wage) for the part-time period associated with this phase of the program. Within six months you may receive an offer to become a Financial Professional Associate (FPA), which would be paid on a commission basis. Full-time Prudential Financial Professional Associates regularly earn average compensation ranging from $50,000 - $75,000 in their first full year as an FPA.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Referral program
  • Retirement plan
  • Vision insurance

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Application Question(s):

  • Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

  • High school or equivalent (Required)

Work Location: In person

Salary : $15

Case Planner
HeartShare Human Services of New York -
Jamaica, NY
Case Planner
MercyFirst -
Ozone, NY
Foster Care Case Planner
FORESTDALE INC. -
Forest, NY

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Financial Planner.

Click the checkbox next to the jobs that you are interested in.

  • Customer Service Skill

    • Income Estimation: $50,151 - $93,593
    • Income Estimation: $52,285 - $191,119
  • FX Trading Skill

    • Income Estimation: $111,743 - $159,880
    • Income Estimation: $114,374 - $265,651
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Financial Planner jobs in the Forest, NY area that may be a better fit.

CASE PLANNER

SCO Family of Services, Jamaica, NY

Tower Planner

LSG Sky Chefs, Jamaica, NY

AI Assistant is available now!

Feel free to start your new journey!