Financial Advisor
Location: Indianapolis, IN
Job Type: fulltime
Company: The Greater Midwest Financial Group
Salary: $50000.0 - $75000.0 per year
Category: Financial Services
Job Description Apply Now
Embark on a rewarding career path as a Financial Advisor (also known as Financial Planner or CFP) with Prudential Advisors. The Financial Advisor role offers a unique opportunity to make a tangible difference in the lives of individuals and families by guiding them towards achieving their financial goals. As a Financial Advisor, you will be an integral member of a dynamic team, utilizing your analytical skills, entrepreneurial mindset, and commitment to professional growth to help clients navigate the complexities of financial planning, investment management, and retirement preparation.
At Prudential Advisors, our comprehensive Career Development Program (CDP) supports your journey to becoming a licensed Financial Advisor. This program is designed to provide all the necessary education and licensing support, even if you are new to the financial services industry. Whether you are an established professional exploring a career change or an ambitious self-starter seeking a meaningful career, this Financial Advisor opportunity will empower you to develop lasting client relationships and build a fulfilling professional practice.
In this Financial Advisor role, you will:
- Develop and nurture relationships with both existing and prospective clients, building trust and understanding their unique financial needs.
- Gather and analyze client information to create comprehensive financial plans tailored to each client’s goals, such as retirement, education funding, and wealth accumulation.
- Advise clients on investment strategies by preparing and reviewing personalized portfolio recommendations that align with their objectives and risk tolerance.
- Help clients prepare for major life events, including retirement, by providing expert guidance and ongoing support.
- Continually update your knowledge of financial products, market trends, and regulatory requirements to deliver up-to-date and relevant advice.
Prudential Advisors values diversity of thought and experience, and we welcome candidates from a variety of backgrounds. Prior experience in financial services is not required, as our robust training program is designed to help you succeed. However, prior sales experience, strong communication skills, and a passion for building relationships will serve you well in this role.
Our supportive team environment fosters collaboration, professional development, and career advancement. As a Financial Advisor, you will benefit from mentorship, ongoing education, and a clear pathway for growth. Prudential Advisors provides competitive compensation and a benefits package that reflects our commitment to your success and well-being. Depending on your career stage, compensation may include hourly wages during training, followed by a commission- and bonus-based structure as you progress to a full-time Financial Professional Associate (FPA).
Prudential Advisors is a brand of The Prudential Insurance Company of America and its subsidiaries. We are proud to be 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 applicable law. EEO IS THE LAW. Prudential participates in E-Verify.
If you are ready to launch or advance your career as a Financial Advisor with Prudential Advisors, click the job application button to apply today and take the first step towards a fulfilling professional future.
Financial Advisor - Summary- Guide clients through comprehensive financial planning and investment management.
- Develop and maintain strong client relationships.
- Participate in a structured Career Development Program to obtain necessary industry licenses and certifications.
- Work within a collaborative team of experienced Financial Advisors.
- Engage with clients to assess financial goals and develop tailored financial plans.
- Prepare and present investment portfolio recommendations.
- Assist clients with retirement planning and other long-term objectives.
- Maintain up-to-date knowledge of financial products and regulatory requirements.
- Participate in ongoing professional development and joint work with colleagues.
- Competitive compensation during training and development, starting at $15/hour or higher, depending on applicable minimum wage laws.
- Transition to a commission and bonus-based compensation structure as a Financial Professional Associate.
- Access to a comprehensive benefits package, including 401(k), medical, dental, vision, and life insurance for eligible employees and dependents.
- Opportunities for paid leave, subject to company policy.
- High school diploma or GED required; college degree or equivalent work/life experience preferred.
- Strong analytical, communication, and problem-solving skills.
- Self-motivated, entrepreneurial, and customer-service oriented.
- Willingness to obtain required FINRA and state licenses (training and fees provided).
- Prior sales experience or interest in networking and client acquisition is a plus.
- Engaging communicator and skilled negotiator.
- Critical thinker with a passion for continuous learning.
- Team player eager to collaborate and share knowledge.
- Driven to support clients in reaching their financial ambitions.
- Pre-Contract CDP Affiliate phase includes company-covered exam fees and study materials.
- Supportive team environment with mentorship and leadership guidance.
- Commitment to diversity, equity, and inclusion in hiring and employment practices.
- Legal disclaimers: Prudential is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics. EEO IS THE LAW. Prudential participates in E-Verify.
Take the next step in your career journey by applying for the Financial Advisor position with Prudential Advisors today. Click the job application button to get started!