Entry-Level Financial Advisor

Job Description

$50,000 - $75,000 at plan earningsResponsibilities:

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include:

Developing relationships with clients (both existing and prospective)

Gathering client information and using that information to build robust financial plans

Helping clients prepare for their retirement

Preparing and reviewing investment portfolio recommendationsQualifications:

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Up-to-date FINRA Series 7 & 63/66 documents are a bonus

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

You:

Are a self-starter

Have an entrepreneurial mindset

Are a customer service champion

Are an engaging and compelling communicator and negotiator

Are a problem solver

Are a Lifelong student seeking continued education and professional development

Are a critical thinker

Have prior sales experience and/or enjoy networking and seeking new clients

Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent

We:

Provide a framework to help you attain all licensing and education needed to progress through the career

Support your learning through joint work and a team environment

Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry

Provide a roadmap for your success with our experienced team of leaders

Learn more about this exciting opportunity.

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr).

After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave.About Company

Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Part-time