Job Description

Job Description

Financial Professional Associate

The Financial Professional Associate career with Prudential Advisors is multi-faceted. In general, the
entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work
within a team of Financial Professionals whose goal is to successfully help their clients achieve financial
goals.

The Financial Professional Associate will participate in a comprehensive development program that is
ongoing throughout their career and designed to offer many future career choices. Those choices
include (among others) becoming a solution specialist, a fee-based financial planner, or progressing into
a leadership role and leading a team of advisors.

Overall Responsibilities
 Consult with clients to create needs-based solutions to help clients meet their financial goals by
applying a combination of investment, protection, and retirement planning strategies
 Build a loyal client base by networking, target marketing, and excellent customer service
 Assist existing Prudential clients through our lead generation programs
 Work in a team environment to assemble the best possible solutions for our clients

Essential Career Functions

A successful Financial Professional Associate at Prudential Advisors can master the complexities of our
industry. They will understand how changes in our industry and the world can affect the
recommendations we make to our clients. A day in the life of a Financial Professional Associate may
include the following:
 Developing marketing strategies to continually engage existing clients and prospect for potential
clients
 Analyzing information gathered from client meetings and developing proposed solutions
 Establish financial plans for clients as a licensed financial planner
 Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to
meet their individual needs and goals
 Delivering educational presentations or seminars to individuals or groups regarding a broad
range of topics relevant to investment, retirement or protection options
 Ensuring that all work abides by compliance standards set forth by the industry’s regulatory
bodies as well as Prudential Advisors
Required Skills, Knowledge and Experience
Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are
committed to making an impact in the lives of the people with whom we work. Because of our
comprehensive training and development program, no prior knowledge of the financial services industry
is required, but prior exposure to the industry and the career is a plus. We are seeking individuals with
these attributes:
 Self-starter
 Entrepreneurial mindset
 Customer service champion

 Engaging and compelling communicator and negotiator
 Problem solver
 Life-long student (seeks continued education and professional development)
 Critical thinker
 Prior sales experience is a plus
 College degree a plus but equivalent work/life experience will be considered. A high school
diploma or GED equivalent is required

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its
subsidiaries.

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. EEO IS THE LAW.
The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.