Experienced Financial Advisor — Open-Architecture Wealth Solutions

Prudential Financial, Inc.; City of Saratoga Springs (NY); Vor Ort; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical and dental benefits

401(k) plan with match

Pension plan

Open-architecture platform access

Employee benefits and support

Zusammenfassung

Prudential Advisors in the Saratoga market area seeks an Experienced Financial Advisor to serve an existing client base, helping families achieve long-term financial goals using an open-architecture investment platform through LPL Enterprise.

This role offers access to diverse investment solutions, from stocks and bonds to mutual funds and annuities, with the support of Prudential’s referral programs and retirement benefits.

Qualifikationen

• Series 7 and Series 66 licenses required.
• LAH license holder preferred.
• Existing client base in Saratoga area strongly desired.

Aufgaben

• Serve existing Prudential client base with comprehensive financial planning.
• Collaborate with LPL on investment solutions across asset classes.
• Build a personal book of business through referrals and client service.

Kenntnisse

Series 7

Series 66

LAH license

Tools

LPL Platform

Open-architecture access

Jobbeschreibung

Prudential Advisors in the Saratoga market area seeks an Experienced Financial Advisor to serve an existing client base, helping families achieve long-term financial goals using an open-architecture investment platform through LPL Enterprise.

This role offers access to diverse investment solutions, from stocks and bonds to mutual funds and annuities, with the support of Prudential’s referral programs and retirement benefits.