Prudential Financial

Senior Financial Planning Consultant – Program Manager

Prudential Financial

full-time

Posted on:

Location Type: Remote

Location: New Jersey • United States

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Salary

💰 $114,500 - $188,900 per year

Job Level

Senior

About the role

  • Facilitate, deliver curriculum and Training & Development events for Advisors and Management
  • Identify gaps in skills and knowledge in the curriculum and training processes
  • Communicate these gaps, recommend and implement solutions partnering with the Director, Financial Planning, the Curriculum design team, and Subject Matter Experts
  • Examine and improve all areas of the financial planning process including but not limited to marketing, technology, teaming, client service, etc.
  • Focus on achieving the performance objectives and metrics
  • Synthesize information from the metrics and a variety of sources to maintain an overall picture of the organization’s efforts and impact in the field
  • Recommend and facilitate solutions when problems are identified
  • Participate as a member of the team, understanding the strategic goals of the organization, providing feedback on how the team can optimally support the achievement of these goals
  • Communicate key issues to the Director to identify additional strategies, curriculum, and learning events
  • Ensure the utilization and implementation of all training methods at a national level (with a heavy emphasis on technology and virtual tools), based upon the field needs, training topics, and Prudential Advisors initiatives and key strategies
  • Ensure that there is strong collaboration with the field that provides for the development of Financial Professional’s skills and knowledge
  • Work with the Director to ensure that the field leadership understands how the team supports the achievement of the firms objectives
  • Partner with home office Subject Matter Expert teams for cross training in each division and the execution nationally of the training strategy

Requirements

  • Bachelor’s degree or related work experience
  • Series 7, 65 or 66 preferred
  • Certified Financial Planner preferred
  • Experience with eMoney, MoneyGuide or Right Capital is preferred
  • Five plus years of experience in Investment Advisory product
  • Five plus years of experience with working on remote teams, facilitating and coordinating training and development processes, and projects
  • Experience facilitating and delivering training to groups of people who are both experienced and inexperienced and coaching them on execution and implementation of the training
  • Experiencing working on centralized training teams who are specialists that support the field
  • Strong leadership, coaching and communication skills
  • Analytical skills and experience in identifying gaps in skills and knowledge
  • Strong relationship building, partnering, interpersonal, and collaboration skills
  • Problem solving skills and the ability to recommend and implement creative solutions for skill and process improvements
  • Strong facilitation and presentation skills especially in the area of virtual training and development
  • Demonstrated ability and skills to operate independently on a national scope
  • Travel 25-50%.
Benefits
  • Medical, dental, vision, life insurance, disability insurance
  • Paid Time Off (PTO)
  • Leave of absences, such as parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
curriculum developmenttraining facilitationperformance metrics analysisremote team coordinationcoachingproblem solvingpresentation skillsfinancial planninginvestment advisoryeMoney
Soft Skills
leadershipcommunicationrelationship buildinginterpersonal skillscollaborationanalytical skillscreativityfacilitationteamworkindependence
Certifications
Bachelor's degreeSeries 7Series 65Series 66Certified Financial Planner