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Investment Advisory Financial Representative Associate

Prudential


Location:
Plymouth, MN
Date:
11/17/2017
2017-11-172017-12-16
Job Code:
439898
Prudential
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Job Details

Position Title: Investment Advisory Financial Representative Associate
Job Code: 439898
Job Location: Minnesota-Plymouth
Description:

Description:

We are looking for a dynamic investments sales professional with passion for helping customers achieve their life goals. The selected candidate will be a member of a newly built team of Investment Advisory Representatives in support of a new venture that will provide needs-centric financial advice, including fee-based product offering solutions via a Registered Investment Advisor (RIA).

The successful candidate wants to join a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company, yet the possibilities and potential of a startup.  You will work hard, learn quickly, contribute to product design and enhancement, and feel a great sense of satisfaction.  

You will report to the VP, IAR Lead.  You will collaborate with colleagues to ensure the best experience for customers with every interaction. This is a salaried position complemented by an attractive suite of total rewards and benefits, including but not limited to, a competitive bonus structure. 

 

Responsibilities include:

-          Develop, educate and advise potential and current customers on their financial planning needs, helping them achieve their financial goals, particularly focusing on investment advisory fee-based product offerings.

-          Opportunity to sell Prudential-offered investment products to existing and new Prudential customer leads through a strong lead management system.

-          Schedule and facilitate digital financial planning meetings to address new and existing customer inquiries regarding their online financial plan, as needed.

-          Provide exceptional service to customers helping them strive to achieve their financial goals.

 

 


Qualifications:

-          Bachelor’s degree in Finance, Marketing, Operations or equivalent

-          Minimum 3-5 years of experience in financial services sales, service and/or call centers

-          Basic financial product knowledge and experience

-          Understanding of the Financial Planning Process

-          Series 65, 63 or 66 Required; Series 7 preferred

-          Certified Financial Professional (CFP) preferred

-          Solid time management / organizational and relationship-building skills.

-          Good communication skills (written, verbal) to various audiences – colleagues, leadership, customers.


Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.
Job Function: Sales
Schedule: Full-time
Apply on the Company Site
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