Experienced Florida Financial Advisor with Open Platform

Prudential Advisors; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Job summary

A leading financial services firm in Florida is seeking an Experienced Financial Advisor to work with an existing client base and leverage a comprehensive investment platform. This role offers a strong compensation package, including 401(k) matching and medical benefits. Ideal candidates should have investment sales experience and necessary licenses. This is an opportunity to advance your financial planning career in a supportive environment.

Qualifications

• Must have three or more years of investment sales experience.
• Series 7 and 66 (or 63/65) licenses required.
• Insurance licenses required.

Responsibilities

• Work with an existing client base.
• Leverage a comprehensive investment platform.
• Create customized financial plans for clients.

Skills

Investment sales experience

Financial planning

Client relationship management

Education

Series 7 and 66 (or 63/65) licenses

Insurance licenses

Tools

LPL Financial platform

Job description

A leading financial services firm in Florida is seeking an Experienced Financial Advisor to work with an existing client base and leverage a comprehensive investment platform. This role offers a strong compensation package, including 401(k) matching and medical benefits. Ideal candidates should have investment sales experience and necessary licenses. This is an opportunity to advance your financial planning career in a supportive environment.