Experienced Financial Advisor - Open-Architecture Platform

Prudential Financial; Buffalo (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

Prudential Advisors in Buffalo seeks an Experienced Financial Advisor to work with its existing client base, helping families plan for retirement, education, and protection using Prudential’s planning tools.

You will access the LPL open-architecture platform to tailor investment solutions and build a strong book of business, with competitive, benefitable compensation and comprehensive retirement programs.

Qualifications

• Must hold Series 7 and 66 (or 63/65).
• LAH license is required.
• Experience in financial planning and client advisory is expected.

Responsibilities

• Develop customized financial plans for clients.
• Grow a book of business leveraging referrals and existing client base.
• Leverage Prudential's open-architecture platform to tailor investment solutions.

Skills

Series 7

Series 66

LAH license

Client-focused planning

Tools

LPL platform

Job description

Prudential Advisors in Buffalo seeks an Experienced Financial Advisor to work with its existing client base, helping families plan for retirement, education, and protection using Prudential’s planning tools.

You will access the LPL open-architecture platform to tailor investment solutions and build a strong book of business, with competitive, benefitable compensation and comprehensive retirement programs.