Prudential Advisors’ financial professionals bring families and individuals appropriate options in the form of advice and guidance by offering a variety of investment and insurance solutions.
Responsibilities:
- Work closely with Prudential Advisor field producers and field management to review new investment advisory wrap fee accounts suitability and best interest
- Assist with the ongoing monitoring of advisory accounts for various regulatory and firm policy violations and help drive successful resolutions of such violations.
- Conduct outreach calls with clients to...