Prudential Financial
via LinkedIn
Financial Advisor
Compensation
$Not specified
Responsibilities
Support financial planning and investment professionals in client relationship management and financial plan accuracy.
Requirements
Requires a bachelor's degree in Finance or related field, 5+ years of experience, and strong understanding of the investment business.
Full Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities • Provide financial planning support to clients • Support investment professionals to cultivate client relationships • Prepare financial plans and check their accuracy Qualifications • Bachelor's degree in Finance or related field • 5+ years' of industry experience • Strong understanding of the investment business • Excellent interpersonal skills
This job posting was last updated on 1/8/2026
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