GRAND RAPIDS, MIPosted a month ago

Job summary

• Job post source

  This job is directly from Great Lakes Financial Group of Prudential.

• Job overview

  The Financial Planner role at Prudential Advisors involves helping clients achieve financial goals through comprehensive financial planning and client relationship management.

• Responsibilities and impact

  Daily tasks include developing client relationships, gathering client information to build financial plans, helping clients prepare for retirement, and preparing investment portfolio recommendations.

• Compensation and benefits

  Initial compensation during training is $15/hour or minimum wage, progressing to commission and bonus-based pay with average first-year earnings of $50,000-$75,000; benefits include 401(k), medical, dental, vision, life insurance, and paid leave eligibility.

• Experience and skills

  No prior financial services knowledge required due to training; ideal candidates are self-starters with entrepreneurial mindset, strong communication, sales or networking experience, and at least a high school diploma or GED.

• Career development

  The company offers a structured Career Development Program with licensing support, education, and a roadmap for success within a supportive team environment.

• Work environment and culture

  The culture emphasizes teamwork, continuous learning, and support for professional growth with competitive compensation and benefits.

• Company information

  Prudential Advisors, part of The Prudential Insurance Company of America, is a well-established financial services firm committed to equal opportunity employment.

• Team overview

  Candidates will join a team of Financial Advisors focused on client success and professional development.

• Job location and travel

  The position is based in Grand Rapids with no specific mention of remote work or travel requirements.

• Application process

  Interested candidates are encouraged to schedule an informational interview by contacting the provided phone number or email.

• Unique job features

  The role includes a comprehensive training program covering licensing and education costs, with a clear career path from trainee to full-time Financial Professional Associate.

Company overview

Great Lakes Financial Group of Prudential is a regional division operating under the broader Prudential Financial umbrella, a major player in the global financial services industry. The group provides a range of financial products and services, including life insurance, retirement planning, investment management, and wealth advisory solutions, primarily targeting individuals, families, and businesses in the Great Lakes region. Revenue is generated through insurance premiums, asset management fees, and commissions on financial products. As part of Prudential, the group benefits from a legacy dating back to the late 1800s, a reputation for financial strength, and a commitment to customer-centric service. Candidates should be aware of the company’s emphasis on ethical practices, ongoing professional development, and its role in supporting clients’ long-term financial security.

How to land this job

• Position your resume to highlight your entrepreneurial mindset, self-starter attitude, and customer service skills, as these are key traits for the Financial Planner role at Great Lakes Financial Group of Prudential.

• Emphasize any experience in sales, networking, client relationship management, and problem-solving, along with your commitment to lifelong learning and professional development.

• Apply through multiple channels including the Prudential corporate careers site, LinkedIn, and other job boards where Prudential postings appear to maximize your visibility.

• Connect with current Financial Advisors or team members at Great Lakes Financial Group on LinkedIn; use ice breakers like commenting on their recent posts about client success stories or asking about their experience with the Career Development Program.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'client relationships,' 'entrepreneurial,' 'licensing,' 'investment portfolios,' and 'professional development' to ensure it passes initial screenings.

• Jennie Johnson's Power Apply feature can automate tailoring your resume, applying through multiple platforms, and identifying LinkedIn contacts to network with, freeing you to focus on preparing for interviews and building your skills.