What are the responsibilities and job description for the Financial Advisor Role with Growth Potential position at Prudential Financial?
Job Description
- Develop relationships with clients to understand their financial needs and goals.
- Design and implement personalized financial plans to help clients achieve their objectives.
- Collaborate with clients to identify and prioritize financial goals, and create strategies to achieve them.
- Maintain accurate and up-to-date client records, and communicate regularly with clients to ensure they are on track to meet their goals.
