Financial Advisor

Prudential Financial - Appleton, WI

Full-time

Appleton, WI

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