What are the responsibilities and job description for the Financial Planner position at Prudential?
Job Summary
We are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will possess a strong background in financial planning and analysis, with the ability to manage client portfolios effectively. This role involves working closely with clients to develop personalized financial strategies that align with their goals and objectives. The Financial Planner will utilize financial software and tools to provide comprehensive wealth management services, ensuring clients receive the highest level of service.
Responsibilities
- Develop and implement customized financial plans for clients based on their individual needs and goals.
- Conduct thorough financial analysis to assess clients' current financial situations.
- Manage client portfolios, ensuring optimal asset allocation and investment strategies.
- Provide guidance on tax implications and strategies to minimize tax liabilities.
- Utilize financial software to create reports, track performance, and analyze trends.
- Build and maintain strong customer relationships through effective communication and ongoing support.
- Collaborate with sales teams to identify opportunities for new business development.
- Stay updated on industry trends, regulations, and best practices in financial planning.
Experience
- Proven experience in financial planning, portfolio management, or wealth management is preferred.
- Strong knowledge of tax regulations and implications related to personal finance.
- Familiarity with financial analysis techniques and tools.
- Experience using financial software for planning and reporting purposes.
- Excellent customer relationship management skills with a focus on client satisfaction.
- Ability to work collaboratively within a team environment while also being self-motivated.
Join our team as a Financial Planner where you can make a meaningful impact on clients' financial futures while advancing your career in a dynamic environment.
Job Type: Full-time
Pay: $65,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Choose your own hours
- Monday to Friday
Ability to Commute:
- Metairie, LA 70002 (Preferred)
Ability to Relocate:
- Metairie, LA 70002: Relocate before starting work (Required)
Work Location: Hybrid remote in Metairie, LA 70002
Salary : $65,000 - $100,000
