Prudential Financial is dedicated to helping individuals achieve their financial goals, and they are seeking a highly motivated Financial Advisor to join their Lexington firm. The Financial Advisor will develop relationships with clients, build financial plans, and assist clients in preparing for retirement.
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
- Are a self-starter
- Have an entrepreneurial mindset
- Are a customer service champion
- Are an engaging and compelling communicator and negotiator
- Are a problem solver
- Are a Life-long student seeking continued education and professional development
- Are a critical thinker
- Have prior sales experience and/or enjoy networking and seeking new clients
- Have a 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, vision, and basic life insurance plans
- Paid leave
Company Overview
Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial. 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.Company H1B Sponsorship
Prudential Financial has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.
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