Prudential Financial - Villa Park, IL

posted 3 days ago

Full-time
Villa Park, IL
Insurance Carriers and Related Activities

About the position

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. This role involves creating financial plans and ensuring the accuracy of information provided to clients.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Requirements

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
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