- relationships with clients (both existing and prospective)
- client information and using that information to build robust financial plans
- clients prepare for their retirement
- and reviewing investment portfolio recommendations
- a self-starter.
- an entrepreneurial mindset.
- a customer service champion.
- an engaging and compelling communicator and negotiator.
- a problem solver.
- a Life-long student seeking continued education and professional development.
- a critical thinker.
- prior sales experience and/or enjoy networking and seeking new clients.
- a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
- a framework to help you attain all licensing and education needed to progress through the career.
- your learning through joint work and a team environment.
- competitive compensation and benefits that are unique in our industry.
- a roadmap for your success with our experienced team of leaders.
-
Financial Planner
3 days ago
Keen Wealth Advisors Overland Park, United StatesKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization · The Financial Pla ...
-
Financial Planner
4 days ago
Keen Wealth Advisors Overland Park, United StatesKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization · The Financial Pl ...
-
Financial Planner
2 weeks ago
OneDigital Overland Park, United StatesAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...
-
Financial Para Planner
3 weeks ago
People People Overland Park, United StatesOur purpose is to provide Peace of Mind. We take this seriously and intentionally recruit transparent individuals for our team who are of high integrity, self-motivated, and driven to continually improve. · Job Summary · As a Financial Para Planner you have a variety of respon ...
-
Associate Financial Planner
3 weeks ago
Beyond Wealth Overland Park, United StatesAbout Beyond Wealth · We are a boutique fee-only financial advisory firm that offers Comprehensive Wealth Management services in Overland Park, KS. At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and acti ...
-
Financial Planning Associate
2 weeks ago
Stepp & Rothwell, Inc. Overland Park, United StatesThis associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team. · Using your logic and analytical skills, you will effectively evaluate a broad range of data and information ...
-
Event Planner
3 weeks ago
LHH Overland Park, United StatesEvent Planner · LHH Recruitment is hiring a temporary Event Planner for a 3-4 month project for a Client in Overland Park, KS. In this role you will be responsible for conceptualizing, organizing, and executing various events, ensuring all arrangements align with the organization ...
-
Investment Manager
4 hours ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Planning's Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager's primary function is to supervise accounts for their wealth management team. They are responsible fo ...
-
Construction Project Manager
3 weeks ago
IAC - Industrial Accessories Company Overland Park, United StatesIAC was founded in 1986 Industrial Accessories Company (IAC), is a fast-track, high- technology equipment design and fabrication company providing Engineering, Procurement and Construction (EPC) contracts, serving numerous industries. IAC is also an Industrial Design/Build Origin ...
-
Investment Manager
1 week ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Plannings Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Managers primary function is to supervise accounts for their wealth management team. They are responsible for ...
-
Intercompany Supply Coordinator
3 days ago
Zoetis Overland Park, United StatesStates considered: Kansas or Missouri · Role Description · The Intercompany Supply Coordinator is responsible for executing inventory deployment across the company's distribution network (sites, hubs, local warehouses) in alignment to the plan. They execute and maintain the pro ...
-
Event Planner
3 weeks ago
LHH Overland Park, United StatesEvent Planner · LHH Recruitment is hiring a temporary Event Planner for a 3-4 month project for a Client in Overland Park, KS. In this role you will be responsible for conceptualizing, organizing, and executing various events, ensuring all arrangements align with the organizatio ...
-
Planning Consultant
2 weeks ago
Fidelity TalentSource LLC Overland Park, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Event Planning Administrative Assistant
3 weeks ago
LHH Recruitment Solutions Overland Park, United StatesJob Description · Job DescriptionEvent Planner · LHH Recruitment is hiring a temporary Event Planner for a 3-4 month project for a Client in Overland Park, KS. In this role you will be responsible for conceptualizing, organizing, and executing various events, ensuring all arrange ...
Financial Planner - Overland Park, United States - Prudential Financial
Description
Explore a career as a FINANCIAL PLANNER
Take your career to the next level at Prudential Advisors Change your life by helping others change theirs
We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
If you'd be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you.
Monday – 3:30 – 4:15 CST
Tuesday – 12:00 – 12:45 CST
Thursday – 12:00 – 12:45 CST
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program ("CDP"), your typical day may include:
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.
YOU:
WE:
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
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 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.
