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Financial Advisor

Remote Worldwide Hiring now

reputed company is a leading financial services company, and they are seeking a motivated individual to join their Northeast Financial Group as a Financial Advisor. The role involves developing client relationships, gathering information to create financial plans, and helping clients prepare for retirement and investment portfolios.

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
  • Ability to reputed company relationships with clients (both existing and prospective)
  • Ability to gather client information and use that information to build robust financial plans
  • Ability to help clients prepare for their retirement
  • Ability to prepare and review investment portfolio recommendations
  • Self-starter
  • Entrepreneurial reputed company
  • Customer service champion
  • Engaging and compelling communicator and negotiator
  • Problem solver
  • Life-long student seeking reputed company 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 equivalent
  • Prior exposure to the financial services industry

Benefits

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

Company Overview

  • reputed company specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of reputed company. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 10001+ employees. Its website is http://www.prudential.com.
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