Prudential Advisors is seeking a motivated individual to join their team as a Wealth Management Associate. The role involves developing relationships with clients, gathering information to build financial plans, and preparing investment portfolio recommendations to help clients achieve their financial goals.

Responsibilities

Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations

Skills

Highly motivated analytical individual
Self-starter
Entrepreneurial mindset
Customer service champion
Engaging and compelling communicator and negotiator
Problem solver
Life-long student seeking continued education and professional development
Critical thinker
College degree or equivalent work/life experience
Minimum of a high school diploma or GED equivalent
Prior exposure to the financial services industry
Prior sales experience
Enjoy networking and seeking new clients

Benefits

401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
Paid leave

Company Overview

Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. It was founded in undefined, and is headquartered in Newark, NJ, US, with a workforce of 1001-5000 employees. Its website is http://prudentialadvisors.com.

Wealth Management Associate

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