Financial Planner

Overview

Explore a career as a FINANCIAL PLANNER!

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. The entrepreneurial individual who qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to help clients achieve financial goals.

If you’d be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you.

Monday Session: (Use the "Apply for this Job" box below).-6

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Thursday Session: -zLvjg

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

• relationships with clients (both existing and prospective)
• client information and using that information to build robust financial plans
• helping clients prepare for retirement
• reviewing investment portfolio recommendations

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.

• Maintain relationships with existing and prospective clients and use client information to build robust financial plans
• Help clients prepare for retirement and review investment portfolio recommendations

• Customer service champion
• Engaging and compelling communicator and negotiator
• Life-long learner seeking continued education and professional development
• Critical thinker
• Prior sales experience and/or enjoy networking and seeking new clients
• College degree or equivalent work/life experience with a minimum of a high school diploma or GED

Base pay range: $50,000.00/yr - $75,000.00/yr.

During CDP Affiliate phase: compensation is $15/hour (or city/state minimum wage if higher). After progression to full-time Financial Professional Associate (FPA), compensation is paid on commission and bonuses. FPAs typically earn $50,000 - $75,000 in commissions and bonuses in their first full year. Eligible for enrollment in a 401(k) plan and company-sponsored medical, dental, vision, and basic life insurance for the FPA and eligible dependents;

paid leave may apply.

The Pre-Contract CDP Affiliate phase covers licensing and exam study materials costs. Upon successful completion and offer to commence part-time CDP Contract Associate, then potential to become a full-time FPA.

Prudential is an equal opportunity employer. EEO is the law. 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. Prudential is an Employer that participates in E-Verify. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance, Sales, and Consulting
• Industries:
  Financial Services and Insurance

Location info and other postings are provided for context but do not constrain the primary job description.