Financial Planner, Investment Retirement Planning

Explore a career as a Financial Planner

Take your career to the next level at Prudential Advisors.

We have an immediate opening for a highly motivated analytical individual to join us in our Basking Ridge Firm. As 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

In order to be successful in this role, you should possess the following qualities:

• Be a self-starter with an entrepreneurial mindset
• Have excellent customer service skills and be a champion for our clients
• Be an engaging and compelling communicator and negotiator
• Be a problem solver with a critical thinking approach
• 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. Our comprehensive training and development program support your learning through joint work and a team environment. We offer competitive compensation and benefits that are unique in our industry. Our experienced team of leaders will provide a roadmap for your success.