Financial Advisor (CFP)
Location: Swansea, IL
Job Type: fulltime
Company: The Greater Midwest Financial Group
Salary: $50000.0 - $75000.0 per year
Category: Financial Services
Job Description Apply Now
Begin your journey as a Financial Advisor (CFP) with Prudential Advisors, where you can make a meaningful difference in the lives of others while advancing your career. As a Financial Advisor (CFP), you will play a pivotal role in helping clients achieve their financial goals through personalized planning and sound advice. This opportunity is ideal for motivated individuals who thrive in a client-focused, team-oriented environment and are passionate about building lasting relationships.
Our firm is seeking a proactive and analytical professional to join our collaborative team of Financial Advisors. You will receive comprehensive training and support as you transition into the financial services industry, with a clear pathway to obtaining the necessary licenses and certifications. Whether you are new to the field or have some prior exposure, our structured Career Development Program offers the resources and mentorship needed to succeed.
As a Financial Advisor (CFP), you will engage with both new and existing clients, learning about their unique financial situations and providing tailored recommendations that support their long-term objectives. You will be responsible for gathering and analyzing client information, developing strategic financial plans, and offering guidance on investment portfolios and retirement preparation. Your ability to communicate effectively, solve problems, and deliver exceptional customer service will be key to your success in this role.
At Prudential Advisors, we are committed to your ongoing development and professional growth. Our team-based approach fosters collaboration, allowing you to learn from experienced leaders and participate in joint work. We provide a robust compensation and benefits package, as well as a supportive framework to help you progress from initial licensing to full-time practice as a Financial Professional Associate.
We invite you to explore this rewarding opportunity and take the next step in your career as a Financial Advisor (CFP). Click the application button to start your journey with Prudential Advisors.
Financial Advisor (CFP) - Summary- Serve as a trusted advisor to clients, guiding them toward financial security and prosperity
- Leverage comprehensive training and mentorship to build a successful career in financial planning
- Participate in the Career Development Program, which includes obtaining industry-required licenses
- Join a collaborative and client-focused team committed to your professional development
- Develop and maintain strong relationships with clients, both existing and prospective
- Gather, analyze, and document clients’ financial information to create customized plans
- Assist clients with retirement planning and investment portfolio management
- Prepare and present financial recommendations and portfolio reviews
- Participate in ongoing professional education and training initiatives
- Work collaboratively within a team of financial professionals to support client needs
- Proactively network to seek new clients and expand your professional reach
- Competitive compensation structure, including hourly pay during training and commission/bonus potential upon full-time transition
- Comprehensive benefits package, including 401(k) plan, medical, dental, vision, and basic life insurance
- Paid leave for eligible employees
- Company-covered exam fees and study materials for required licenses
- High school diploma or GED equivalent required; college degree or equivalent work/life experience preferred
- Entrepreneurial mindset and self-starter attitude
- Strong communication and negotiation skills
- Ability to engage clients and provide outstanding customer service
- Critical thinking and problem-solving capabilities
- Prior sales experience or a strong interest in networking is a plus
- Commitment to continuous learning and professional development
- Willingness to obtain and maintain applicable FINRA and state licenses
- Highly motivated with an entrepreneurial drive
- Excellent communicator and listener
- Eager to learn and grow within the financial services industry
- Enjoys building relationships and helping others achieve their goals
- Works well both independently and as part of a collaborative team
- Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries
- 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
- Prudential is an Employer that participates in E-Verify
- Reference code: 1049766-00003-00
If you are ready to make a positive impact and advance your career as a Financial Advisor (CFP), we encourage you to apply today by clicking the job application button. Join Prudential Advisors and help clients build a secure financial future while growing your own professional expertise.