About this opportunity
Prudential Financial lists this Senior Wealth Advisor opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future.
About the Role - Conduct in-depth financial analysis to understand clients' financial status and goals. Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies. Monitor clients' accounts and provide regular updates on investment performance. Stay updated on market trends, investment opportunities, and regulatory changes. Build and maintain strong client relationships through effective communication and trust-building. Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions.
Responsibilities
Conduct in-depth financial analysis to understand clients' financial status and goals
Develop personalized financial plans and provide investment recommendations
Assist clients in areas such as retirement planning, estate planning, and tax strategies
Monitor clients' accounts and provide regular updates on investment performance
Stay updated on market trends, investment opportunities, and regulatory changes
Build and maintain strong client relationships through effective communication and trust-building
Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions
Qualifications - Bachelor's degree
Required Skills
Proven experience in sales, customer relationship management, and financial analysis
Excellent research skills to stay informed about market trends and investment opportunities
Ability to work independently and as part of a team to meet client needs efficiently
Pay range and compensation package - Commission pay
Equal Opportunity Statement - Include a statement on commitment to diversity and inclusivity.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.