Sunday , May 19 2024

Prudential Job Openings – Information Technology & Services

Website Prudential Financial

Job Description:

The Financial Professional Associate career with Prudential Advisors is multi-faceted. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Professionals whose goal is to successfully help their clients achieve financial goals.

The Financial Professional Associate will participate in a comprehensive development program that is ongoing throughout their career and designed to offer many future career choices. Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors.

Job Responsibilities:

A successful Financial Professional Associate at Prudential Advisors can master the complexities of our industry. They will understand how changes in our industry and the world can affect the recommendations we make to our clients. A day in the life of a Financial Professional Associate may include the following:

  • Assist existing Prudential clients through our lead generation programs
  • Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options
  • Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies
  • Analyzing information gathered from client meetings and developing proposed solutions
  • Build a loyal client base by networking, target marketing and excellent customer service
  • Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals
  • Establish financial plans for clients as a licensed financial planner
  • Work in a team environment to assemble the best possible solutions for our clients
  • Developing marketing strategies to continually engage existing clients and prospect for potential clients

Job Details:

Company: Prudential Financial

Vacancy Type:  Full Time

Job Functions: Finance

Job Location: Jacksonville, FL, US

Application Deadline: N/A

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