
Financial Professional Associate
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
Prior sales experience is a plus
Engaging and compelling communicator and negotiator
MS Word
Record Keeping Skills
MS Excel skills
Great time management
Customer service champion
Entrepreneurial mindset
Multitasking
Verbal communication
Motivated, self-directed and driven
Prioritizing skills
written communication
Attention to detail
Flexibility/Adaptability
According to JobzMall, the average salary range for a Financial Professional Associate in Bellevue Gateway I, 11400 SE 8th St, Bellevue, WA 98004, USA is between $47,000 and $82,000 per year. This range is based on salary information from Indeed.com and Glassdoor.com.
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Prudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 40 other countries.

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