Financial Advisor at Pru | Torre

Financial Advisor

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Full-time

Legal agreement: To be defined

USD75.4K - 100K/year

~COP150M - 200M/year

+ Equity

+ Bonuses

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Charlotte, NC, USA
Greensboro, NC
Myrtle Beach, SC, USA
Raleigh, NC, USA
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Posted about 2 years ago

Requirements and responsibilities


- Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. - The company's well-known Rock symbol is an icon of strength, stability, expertise, and innovation. - Prudential is committed to helping individual and institutional customers grow and protect their wealth. The Financial Professional Associate career with Prudential Advisors offers a multi-faceted opportunity for entrepreneurial individuals. The role involves consulting with clients to create needs-based solutions, building a loyal client base, and participating in a comprehensive development program. The successful candidate will have the opportunity to progress into leadership roles and lead a team of advisors. The role also includes analyzing client information, developing marketing strategies, and delivering educational presentations or seminars. Prudential is an equal opportunity employer and is committed to the growth and success of its diverse associates. Responsibilities: - 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 - Build a loyal client base by networking, target marketing, and excellent customer service - Assist existing Prudential clients through lead generation programs - Work in a team environment to assemble the best possible solutions for clients - Develop marketing strategies to continually engage existing clients and prospect for potential clients - Analyze information gathered from client meetings and develop proposed solutions - Establish financial plans for clients as a licensed financial planner - Conduct outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals - Deliver educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement, or protection options
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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