What are the responsibilities and job description for the Financial Planning Expert position at Prudential Financial?
We are seeking an experienced Financial Planning Expert to join our team at Prudential Financial. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning services to our clients.
Job Description:
- Develop and implement comprehensive financial plans that meet clients' individual needs and goals.
- Provide ongoing financial planning support and guidance to clients.
- Collaborate with investment professionals to cultivate strong client relationships.
Requirements:
- Bachelor's degree in Finance or a related field.
- Minimum 3 years of industry experience.
- Series 6 and 63 required; Series 7 and 66 (63/65) preferred.
- Strong understanding of the investment business and its complexities.
- Excellent interpersonal skills, with the ability to communicate effectively with clients and colleagues alike.
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