Financial Advisor
Listed on 2026-01-12
-
Finance & Banking
Financial Advisor, Financial Analyst
2 weeks ago Be among the first 25 applicants
Direct message the job poster from Prudential Financial
Business Development Manager at Prudential Advisors-Chicago Area
- Wisconsin
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
- Seniority level
Mid-Senior level
- Employment type
Full-time
- Job function
Sales and Finance
Referrals increase your chances of interviewing at Prudential Financial by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
Pension plan
Disability insurance
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