What are the responsibilities and job description for the Financial Advisor position at Prudential Advisors?
Prudential Advisors supports over 3,000 financial advisors across the nation, providing personalized advice and comprehensive financial solutions to help clients build wealth and achieve their financial objectives. The organization offers a robust support system through local field leadership and dedicated headquarters teams. With a commitment to fostering growth and success, Prudential Advisors empowers its financial professionals with the tools and resources they need. Visit advisors.prudential.com to learn more.
This is a full-time, on-site position for a Financial Advisor based in Chicago, IL. The Financial Advisor will work closely with clients to provide personalized advice and strategic solutions for their financial goals. Responsibilities include assisting clients in financial planning, retirement planning, investment management, and creating customized financial strategies to address their needs. This role involves building and maintaining long-term client relationships while ensuring ethical and professional conduct aligned with company values.
- Strong expertise in Financial Planning and Retirement Planning
- Knowledge of Finance and Investments
- Proficiency in Financial Advisory services and client relationship management
- Strong interpersonal and communication skills
- Relevant certifications such as CFP (Certified Financial Planner) or FINRA licenses are preferred
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Proven ability to work collaboratively and maintain a client-focused approach
- Commitment to ongoing learning and professional development