What are the responsibilities and job description for the Experienced Financial Advisor position at Great Lakes Financial Group of Prudential?
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should 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
Salary : $125,000 - $500,000