What are the responsibilities and job description for the Financial Planning Specialist position at Prudential Financial?
Prudential Financial seeks a seasoned Financial Planning Specialist to deliver personalized investment solutions and help clients achieve their long-term financial goals.
Key Responsibilities:
- Provide comprehensive financial planning support to clients, including creating customized financial plans and ensuring accuracy.
- Cultivate client relationships with investment professionals to drive business growth.
Qualifications:
- Bachelor's degree in Finance or related field.
- 3 years' industry experience.
- Strong understanding of the investment business.
- Excellent interpersonal skills.
What We Offer:
- Ongoing professional development opportunities.
- A dynamic work environment.
Retirement Plan Operations Specialist
Guidant Financial -
Baton Rouge, LA
Investment Solutions Specialist
Prudential Financial -
Hammond, LA
