What are the responsibilities and job description for the Investment Solutions Specialist position at Prudential Financial?
The ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients by offering personalized advice and guidance.
- Support investment professionals in cultivating strong client relationships.
- Prepare accurate and detailed financial plans, taking into account clients' individual needs and goals.
Qualifications
- 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.
Key Skills:
- Ability to create comprehensive financial plans.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Knowledge of investment products and services.
