Paraplanner / Marketing Support Specialist at Prudential Ins Co of America

Posted in Finance 9 days ago.

Type: Full-Time
Location: Irvine, California

Job Description:

Job Classification:

Sales - Sales

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. At Prudential, our Paraplanner / Marketing Support Specialist reports directly to the Vice President, Administration, purposefully focusing on financial planning and marketing support to meet our customers’ complex financial needs.

This is a critical role contributing to the success of our territory. Our territory is unique, and we value the diversity each employee brings. You will work in a collaborative environment focused on paraplanning activities to help drive revenue growth and marketing activities that help drive market growth.

Typical Responsibilities Include:
Financial Planning:

  • Constructing financial plans by managing the financial planning software and inputting client data

  • Building scenarios and creating final deliverables for clients.


  • Manage social media

  • Draft communications regarding strategic initiatives, research market opportunities, work with territory leadership team to develop strategies and plans to grow markets within the territory, track and report results.

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, out of the box thinker who wants to learn
• Comfortable working in a fast-paced environment and embracing change
• Committed to following through from start to finishProficient with Microsoft applications, including Word, PowerPoint and Excel
• Proficiency with eMoney, including data entry, analyzing reports and creating client presentations with a focus on alternate scenarios and developing compliance-approved client recommendations is a plus
• Experience with Salesforce, Zoom, Microsoft Teams, and LinkedIn is a plus.
• Bachelor’s degree or financial services experience preferred
• Financial Paraplanner Qualified Professional (FPQP®) or CFP® certification a plus

What you can expect:
• Discover and develop future skills and build a successful career at Prudential
• High sense of clarity 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 that will enhance your resume.

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 $55,700.00 to $82,800.00. 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 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 for more information about doing business with Prudential.

If you need an accommodation to complete the application process, which may include an assessment, please email

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 to request assistance.

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