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1 Financial Planner Job in White Plains, NY

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Prudential
White Plains, NY | Full Time
$145k-168k (estimate)
2 Months Ago
Financial Planner
Prudential White Plains, NY
$145k-168k (estimate)
Full Time 2 Months Ago
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Prudential is Hiring a Financial Planner Near White Plains, NY

`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 NH1firm. 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:

· 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

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:

· 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.

WE:

· Provide a framework to help you attain all licensing and education needed to progress through the career.

· Support your learning through joint work and a team environment.

· Provide competitive compensation and benefits that are unique in our industry.

· Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Call me at 914-272-3924 or email eileen.frohman@prudential.com to schedule an informational interview!

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Ability to Relocate:

  • White Plains, NY 10601: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$145k-168k (estimate)

POST DATE

03/11/2024

EXPIRATION DATE

07/06/2024

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Prudential
Other | Temporary | Full Time
$36k-46k (estimate)
4 Days Ago
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$64k-84k (estimate)
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The job skills required for Financial Planner include Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.

If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Planner job description and responsibilities

Financial planners primarily assist with financial and lifestyle planning.

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Budgeting and cash flow analysis.

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These companies or consultants can offer advice, or may be registered to sell financial products.

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Preparing and consolidating financial forecasts and models as required.

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Collect all documents required to create a complete financial plan.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Planner jobs

To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.

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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.

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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.

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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.

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Gives a solid foundation for understanding types of financial circumstances and options.

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Step 3: View the best colleges and universities for Financial Planner.

Florida Southern College
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