Prudential Financial

Explore a career as a FINANCIAL PLANNER!. The FINANCIAL PLANNER is a key member of our team.. Are an engaging and compelling communicator and negotiator.. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.. Provide competitive compensation and benefits that are unique in our industry.

financial planner

Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:<ul><li>Developing relationships with clients (both existing and prospective)</li><li>Gathering client information and using that information to build robust financial plans</li><li>Helping clients prepare for their retirement</li><li>Preparing and reviewing investment portfolio recommendations</li></ul>Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU:<ul><li>Are a self-starter.</li><li>Have an entrepreneurial mindset.</li><li>Are a customer service champion.</li><li>Are an engaging and compelling communicator and negotiator.</li><li>Are a problem solver.</li><li>Are a Life-long student seeking continued education and professional development.</li><li>Are a critical thinker.</li><li>Have prior sales experience and/or enjoy networking and seeking new clients.</li><li>Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li></ul>WE:<ul><li>Provide a framework to help you attain all licensing and education needed to progress through the career.</li><li>Support your learning through joint work and a team environment.</li><li>Provide competitive compensation and benefits that are unique in our industry.</li><li>Provide a roadmap for your success with our experienced team of leaders.</li></ul>Learn more about this exciting opportunity. Email Jennifer.Costarella@Prudential.com to schedule an informational interview!

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