Sales - Sales
PARAPLANNER / SENIOR FIRM SUPPORT SPECIALIST Job Posting
Align your passion and energy to the Prudential Advisors’ vision to be recognized as the leading provider of financial advice & solutions and the top destination for talent, and we’ll train you on the rest. At Prudential, our Senior Firm Support Specialist reports directly to the Manager Director (the senior leader of the firm), purposefully focusing on financial planning and marketing and sales support to meet our customers’ complex financial needs.
The selected candidate may work in our Scottsdale, AZ or Englewood, CO location. This is an in-person position that is full-time.
This is a critical role contributing to the success of our firms
Each firm is unique, and we value the diversity each employee brings. You will work in a collaborative environment focused on marketing activities that help drive market growth and sales support to help drive revenue growth.
As the firm’s Paraplanner, you will be responsible for supporting our Financial Planners with preparing and constructing plans as outlined by the Planner. Other duties include managing the firm's financial planning software and billing clients, scheduling and confirming appointments and follow up on service calls. Financial plans are regularly updated as a client's situation changes, so you will assist in gathering new information and providing financial planners with updated projections. Paraplanners may also attend client meetings to take notes and follow up on administrative tasks such as obtaining financial documents.
The expertise we are looking for you to bring:
We are looking for individuals who are self-starters, dependable to their core, who have the tenacity and initiative to show up and work hard. And are also:
Engaging communicators who enjoy teamwork and collaboration
Passionate for building relationships
Able to think on their feet and create solutions for a variety of personalities
Curious and creative, critical thinkers who want to learn
Comfortable working in a fast-paced environment and embracing change
Committed to following through from start to finish
Proficient with Microsoft applications, including Word, PowerPoint and Excel
Proficient with eMoney: data entry, analyzing reports and creating client presentations with a focus on alternate scenarios and developing compliance-approved client recommendations
Experience with , Microsoft Teams, Zoom for Business and LinkedIn is a plus
1-3 years financial services experience or prior experience supporting financial planning
Bachelor’s degree (accounting or finance suggested) or three years’ financial services experience preferred
Life & Health, Series 7, Series 66, or willing to obtain licenses
Financial Paraplanner Qualified Professional qualification (FPQP) a plus
What you can expect:
Discover and develop future skills and build a successful career at Prudential
High sense of clarity, energy and focus
A team deeply committed to one another’s personal growth and development
Regardless, your mission remains the same; meet our customers’ complex financial needs while driving market and revenue growth. Your time will be well spent establishing a career with an award-winning industry leader. If you think you have what it takes, apply now. You will gain skills and experience working on behalf of a dynamic industry leader in the Fortune 500.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations.
The salary range for this role is from $44,300 to $60,100 . Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
Roles may also be eligible for additional compensation and/or benefits.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.
PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email [email protected].
Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.