What are the responsibilities and job description for the Long-Term Financial Strategist position at Prudential Financial?
We are looking for an experienced Long-Term Financial Strategist to join our team at Prudential Financial. In this role, you will be responsible for creating long-term financial plans that cater to the unique needs of our clients.
The ideal candidate will have a deep understanding of the investment business and be able to create tailored financial plans that meet the specific needs of our clients.
- Develop long-term financial plans for clients
- Collaborate with investment professionals to cultivate strong client relationships
- Prepare comprehensive financial plans
The qualifications for this role include:
- A Bachelor's degree in Finance or a related field
- At least 3 years of industry experience
- A strong understanding of the investment business
- Excellent communication and interpersonal skills
