Financial Advisor

Prudential Financial

Irvine (CA)

Hybrid

USD 50,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Comprehensive training and development program
Competitive pay-for-performance compensation
401(k) plan and company-sponsored insurance plans
Paid leave

Job summary

A leading financial services firm in Irvine, California is seeking a motivated Financial Advisor. This role involves developing client relationships, preparing retirement plans, and reviewing investment portfolios. The ideal candidate is a self-starter with strong communication skills and a desire to support clients in achieving their financial goals. No prior knowledge of the financial services industry is required, making this a great opportunity for entry-level candidates.

Qualifications

  • Motivated analytical individual with a desire to help clients.
  • Self-starter with strong customer service orientation.
  • Prior sales experience is beneficial.

Responsibilities

  • Develop relationships with clients.
  • Gather client information for financial planning.
  • Prepare clients for retirement.
  • Review investment portfolio recommendations.

Skills

Customer service
Communication
Negotiation
Problem-solving
Networking
Critical thinking

Education

High school diploma or GED equivalent
College degree or equivalent work/life experience

Job description

This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $75,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Prudential Financial

Prudential Financial in Irvine, California, United States (Hybrid role)

Explore a career as a FINANCIAL ADVISOR!

Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!

We have an opening for a highly motivated analytical individual to join our Irvine firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

Job Responsibilities
  • Developing relationships with clients (both existing and prospective)
  • Gathering client information and using that information to build robust financial plans
  • Helping clients prepare for their retirement
  • Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

About You
  • Are a self-starter.
  • Are a customer service champion.
  • Are an engaging and compelling communicator and negotiator.
  • Are a problem solver.
  • Are a Life‑long student seeking continued education and professional development.
  • Are a critical thinker.
  • Have prior sales experience and/or enjoy networking and seeking new clients.
  • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
About Us
  • Provide a framework to help you attain all licensing and education needed to progress through the career.
  • Support your learning through joint work and a team environment.
  • Provide competitive, pay‑for‑performance compensation, which includes commissions and benefits that are unique in our industry.
  • Provide a roadmap for your success with our experienced team of leaders.

To learn more about this outstanding opportunity, please call me at 503-444-0370 or email amy.springer@prudential.com to schedule an interview.

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part‑time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full‑time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

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 applicable 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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Sales, Customer Service, and General Business

Industries

Financial Services, Insurance, and Investment Management

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