Prudential Advisors · 1 day ago
Financial Advisor
NYC Metro Area
Full-time
Onsite
Mid LevelPrudential Advisors supports the growth and success of over 3,000 financial advisors across the United States, providing them with guidance and support. The Financial Advisor role involves building and maintaining client relationships, assessing financial needs, and providing tailored solutions to help clients achieve their financial goals.
Financial Services
Responsibilities
Building and maintaining relationships with clients
Assessing clients' financial needs
Providing tailored solutions to meet clients' goals
Creating and implementing personalized financial plans
Managing client portfolios
Educating clients on investment strategies
Ensuring compliance with regulatory requirements
Staying informed about market trends
Consistently working towards professional growth
Qualification
Required
Strong knowledge of financial planning, investment management, and wealth management principles
Excellent interpersonal and communication skills to build and maintain client relationships
Proven ability in client needs assessment, strategic planning, and decision-making
Experience in sales, negotiation, and client acquisition strategies
Proficiency with financial software tools and the ability to interpret market trends
FINRA Series 7 and 66 licenses, L&H, or ability to obtain licenses within a specified timeframe
Bachelor's degree
Highly motivated and able to meet performance goals and targets
Preferred
Relevant certifications such as Certified Financial Planner (CFP) are a plus
Company
Prudential Advisors
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.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase