Financial Planner
$70000/y-$100000/y
2 days ago
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OnsiteFull-timeMid
Summary
Great Lakes Financial Group of Prudential is seeking a Financial Planner to join their team in Troy, MI. The role involves developing financial plans and helping clients achieve their financial goals.
About the Role
As a Financial Planner, you will be responsible for building relationships with clients, gathering their information to create financial plans, assisting them in retirement preparation, and reviewing investment portfolio recommendations. You will participate in a comprehensive training program to obtain necessary licenses and registrations.
About You
Required:
- Self-starter with an entrepreneurial mindset.
- Customer service champion with strong communication and negotiation skills.
- Critical thinker with prior sales experience or a passion for networking.
- College degree or equivalent work/life experience with a minimum of a high school diploma or GED.
Preferred:
- Prior exposure to the financial services industry.
Benefits
- Competitive compensation with initial pay of $15/hour during training.
- Potential earnings of $50,000 - $75,000 in commissions and bonuses in the first year.
- Eligibility for 401(k) plan and company-sponsored medical, dental, vision, and life insurance.
Great Lakes Financial Group of Prudential
Our Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business Languages spoken by our team: English, Spanish, German, Hindi, Urdu, Punjabi, Gujarati, French, Romanian, Arabic, Swedish
Troy, MI