What are the responsibilities and job description for the Analytical Role position at Prudential Financial?
About the Job
We are seeking a highly motivated and analytical individual to join our team as a Financial Professional. As a key member of our team, you will work within a team of Financial Advisors whose goal is to successfully help clients achieve their financial objectives.
Your typical day may include developing relationships with clients, gathering client information, building robust financial plans, helping clients prepare for retirement, and preparing and reviewing investment portfolio recommendations.
Key Responsibilities:
- Developing relationships with clients
- Gathering client information
- Building robust financial plans
- Helping clients prepare for retirement
- Preparing and reviewing investment portfolio recommendations
Requirements:
- You must be a self-starter with an entrepreneurial mindset
- Have excellent customer service skills
- Be an engaging and compelling communicator and negotiator
- 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
Benefits:
- Comprehensive training and development program
- Competitive compensation and benefits
- Roadmap for success with our experienced team of leaders
Career Path:
- The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase
- During this phase, you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company
- Upon successful completion of the Pre-Contract Affiliate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA)
About Prudential Financial:
- Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries
- We are an equal opportunity employer and comply with all applicable laws prohibiting employment discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law
