Financial Professional

$50,000 - $75,000/Yr

Prudential Advisors - Northern Lights Financial Group - Saint Louis Park, MN

posted 3 months ago

Full-time - Entry Level
Remote - Saint Louis Park, MN

About the position

The Financial Professional role at Prudential Advisors is designed for motivated individuals looking to advance their careers in the financial services industry. This position involves working closely with a team of Financial Advisors to assist clients in achieving their financial goals through personalized financial planning and investment recommendations. The role emphasizes relationship building, client engagement, and continuous professional development, with comprehensive training provided to ensure success in the field.

Responsibilities

  • Develop relationships with clients (both existing and prospective)
  • Gather client information to build robust financial plans
  • Help clients prepare for their retirement
  • Prepare and review investment portfolio recommendations

Requirements

  • High school diploma or GED equivalent
  • Prior sales experience or enjoyment in networking and seeking new clients
  • Ability to communicate effectively and engage with clients
  • Self-starter with an entrepreneurial mindset
  • Critical thinking and problem-solving skills
  • Willingness to pursue continued education and professional development

Nice-to-haves

  • Prior exposure to the financial services industry
  • College degree or equivalent work/life experience

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Vision insurance
Job Description Matching

Match and compare your resume to any job description

Start Matching
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service