Financial Advisor (CFP)
Location: Evansville, IN
Job Type: fulltime
Company: The Greater Midwest Financial Group
Salary: $50000.0 - $75000.0 per year
Category: Financial Services
Job Description Apply Now
Financial Advisor (CFP) Position OverviewPrudential Advisors is seeking a dedicated and analytical Financial Advisor (CFP) to join our dynamic team. This full-time position offers a pathway for individuals interested in building a rewarding career in financial services by helping clients achieve their financial objectives. As a Financial Advisor (CFP), you will play a critical role in guiding clients through financial planning, investment recommendations, and retirement preparation.
Key Responsibilities- Develop and maintain relationships with both existing and prospective clients, providing personalized financial guidance and support.
- Collect and analyze client information to design comprehensive financial plans tailored to individual needs and goals.
- Assist clients in preparing for retirement by evaluating financial options and recommending appropriate strategies.
- Prepare, review, and present investment portfolio recommendations aligned with clients’ risk tolerance and objectives.
- Collaborate with a team of Financial Advisors to deliver a high standard of client service and achieve shared goals.
- Self-motivated with an entrepreneurial mindset and a strong drive to succeed.
- Exceptional communication, negotiation, and client engagement skills.
- Demonstrated ability to solve problems and think critically in fast-paced environments.
- Commitment to ongoing education and professional development.
- Prior sales experience, networking abilities, or a passion for client acquisition is beneficial.
- Bachelor’s degree preferred, or equivalent work and life experience; minimum of a high school diploma or GED required.
Prudential Advisors offers a comprehensive Career Development Program (CDP) designed to help you attain all required licenses and certifications, such as FINRA and relevant state registrations. The program includes support for study materials and exam fees, providing a structured pathway to professional growth in the financial services industry. No prior experience in financial services is required, as extensive training and mentorship are provided.
Compensation and Benefits- Competitive compensation structure, including an hourly rate during initial training and the potential for commission and bonuses upon advancement.
- Eligibility for 401(k), medical, dental, vision, and basic life insurance plans for employees and eligible dependents, subject to plan terms and conditions.
- Paid leave opportunities as per company policy.
- Unique benefits within the industry and a supportive, team-oriented environment.
The Financial Advisor (CFP) position offers clear opportunities for career progression, from initial training through to full-time Financial Professional Associate roles. You will receive guidance from experienced leaders, access to robust educational resources, and a framework for long-term professional success in the financial services sector.
About Prudential AdvisorsPrudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. We are committed to fostering an inclusive workplace and supporting the communities where our employees live and work.
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 applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.