Investment Analyst role in PGIM's structured 3 - year program focusing on real estate. Engage in asset management within the Equity business based in Chicago and San Francisco.
About the role
- Financial Advisor Successor managing a client-based practice backed by a Fortune 100 company. Growth opportunities in financial advising and insurance with a loyal client base.
Responsibilities
- Running a client-based practice of your own with the backing and support of a Fortune 100 company.
- Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments, annuities and mutual funds.
- Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
- Promoting customized ways for clients to achieve their long-term financial goals.
- Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
- Networking and prospecting new clients to maximize your client-based practice.
Requirements
- Located in Bettendorf, Iowa or nearby community.
- Experience in insurance, financial advising, or related fields.
- Sales experience
- Active insurance licenses (or willingness to obtain)
- FINRA securities licensing - Series 6/63, 7/66 (or willingness to obtain)
- Entrepreneurial mindset with desire for continuous learning.
- Strong communication skills – excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
- Strong business acumen and professional business demeanor.
- Eagerness to network, ability to develop relationships and sincere desire to help others.
- Desire to engage your community and leverage personal networks/contacts.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Pension
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Internship in Investment Analyst Program focusing on agricultural finance and investments with PGIM. Opportunity to engage with senior management and contribute to financial modeling and analysis.
IA
Accounting Technician supporting financial operations in iA Financial Group's finance team. Performing reconciliations and maintaining accounting documentation with opportunities for growth.
Financial Planner supporting advisors with advanced financial strategies for high - net - worth clients. Collaborating on innovative solutions in a trusted environment at iA Financial Group.
IA
Accounting Analyst in Finance Team managing financial data and supporting strategic accounting projects. Collaborating to enhance work methods in a reliable environment of care.
Senior Finance Manager overseeing annual audit and key finance outputs for Lyst. Join a high performing team in a fast - paced environment fostering innovation in the fashion industry.
Senior Executive managing financial performance and analysis for operations. Building financial models and supporting stakeholders in financially driven decisions across geographies.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions for clients at Bank of America. Responsible for building financial plans and investment strategies to meet client needs.
Financial Solutions Advisor providing tailored financial advice and investment solutions. Responsible for building financial plans and meeting client investment goals across various locations in California.
Relationship Banker engaging clients in the lobby to assist with transactions and financial goals at Bank of America in Hoboken/Jersey City area.