Experienced Financial Advisor

Prudential Financial; City of Utica (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

Prudential Advisors in the Utica market seeks an Experienced Financial Advisor to work with Prudential’s existing client base, helping families design financial solutions with industry-leading planning tools.

You will have access to LPL's open-architecture platform and the support of Prudential's referral programs to build a strong practice while enjoying the benefits of an employee with independent advisor flexibility.

Qualifications

• Series 7 and 66 (or 63/65) required.
• LAH license required.
• Experience as Financial Advisor with Prudential preferred.

Responsibilities

• Serve an existing client base to grow advisory relationships.
• Provide customized financial plans using planning tools.
• Leverage Prudential's open-architecture platform to offer diverse investment solutions.
• Collaborate with referral programs to build a strong book of business.

Skills

Manage existing client base

Financial planning for clients

Open-architecture platform familiarity

Tools

LPL Platform

Job description

Prudential Advisors is looking for an Experienced Financial Advisor in the Utica market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions.

At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools.

As an Experienced Financial Advisor, you will have access to a comprehensive open-architecture investment platform throughour broker-dealer, LPL Enterprise , allowing you to leverage a diverse range of investment solutions, (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.).

With these resources at your disposal, you will be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence.

This position will offer:

• The ability to work with an existing client base.
• Access to LPL's full open-architecture independent platform.
• The ability to build a strong book of business with Prudential’s exceptional referral programs
• The opportunity to create client solutions without proprietary products sales requirements
• Compensation that is 100% benefitable regardless of the product or company you sell
• The look and feel of an independent advisor with the benefits of being an employee.
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan + full medical and dental benefits.

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today.

• Series 7 and 66 (or 63/65)
• LAH license

Join us and take your financial planning career to the next level!

Featured benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide