Financial Planner

Prudential Advisors; Irvine (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with 4% match

Comprehensive medical and dental benefits

Cash balance pension plan

Job summary

A financial services company based in California is seeking an Experienced Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate should have over five years of industry experience, current relevant licensing, and strong financial planning and interpersonal skills. Responsibilities include financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. The role offers significant benefits and a competitive compensation structure.

Qualifications

• Minimum 5+ years of industry experience required.
• Current licensing (Life + Series 7 & Series 66) or equivalent essential.
• Strong understanding of the investment business necessary.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Client relationship management

Financial planning

Investment knowledge

Interpersonal communication

Education

Bachelor’s degree in finance or related field

Tools

LPL Financial platform

Job description

Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction.

Prudential Advisors has opportunities in: San Diego and Irvine, California also New Mexico and Arizona.

Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information. Must be coachable and bring a willingness to learn.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor’s degree in finance or related field
• Minimum 5+ years of industry experience
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Strong understanding of the investment business
• Excellent interpersonal & communication skills

Benefits

• The ability to work with an existing client base lead
• Access to LPL Financials’ full open‑architecture independent platform
• The ability to build a strong book of business with Prudential’s exceptional referral programs
• The opportunity to create client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable, regardless of the product or company you sell
• All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)
• The look and feel of an independent advisor—with the benefits of being an employee
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits
• Up to 83% payout on W2 contract (with benefits) & up to 92% on the independent contract

Let’s have a confidential conversation today, please reach out to me directly at 503-444-0370 or [e-mail].