Experienced Financial Advisor – Open Architecture & Client Base

Prudential Advisors; Town of Florida (NY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

A financial services company is seeking an Experienced Financial Advisor in Florida to assist clients with customized financial plans and investment solutions. The position offers access to a diverse range of financial products through LPL Financial and an existing client base to leverage. Benefits include comprehensive retirement programs, full medical and dental coverage, and a supportive transition package. A strong background in investment sales and the necessary licenses is required to thrive in this role.

Qualifications

• Three or more years of investment sales experience required.
• Series 7 and 66 (or 63/65) are essential licenses.
• Insurance licenses are mandatory.

Responsibilities

• Create customized financial plans for clients.
• Utilize LPL Financial's diverse investment solutions.
• Help clients navigate complex portfolios.

Skills

Investment sales experience

Insurance licenses

Series 7 and 66

Tools

LPL Financial platform

Job description

A financial services company is seeking an Experienced Financial Advisor in Florida to assist clients with customized financial plans and investment solutions. The position offers access to a diverse range of financial products through LPL Financial and an existing client base to leverage. Benefits include comprehensive retirement programs, full medical and dental coverage, and a supportive transition package. A strong background in investment sales and the necessary licenses is required to thrive in this role.