Financial Advisor

Prudential Advisors; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with a 4% match

Pension plan

Job summary

A leading financial services firm in Orlando is seeking an Experienced Financial Advisor to work with its existing client base and build strong relationships. You will access a diverse investment platform to help clients achieve their financial goals while enjoying competitive benefits including a 401(k) plan and full medical coverage. This role requires licenses Series 7 and 66 (or 63/65) and insurance license (215).

Qualifications

• Three or more years of investment sales experience.
• Must hold Series 7 and 66 (or 63/65) licenses.
• Insurance licenses (215) required.

Responsibilities

• Help clients navigate complex portfolios.
• Access to comprehensive investment platform.
• Work with existing client base and build new relationships.

Skills

Investment sales experience

Knowledge of financial products

Client relationship management

Education

Series 7 and 66 (or 63/65)

Insurance licenses (215)

Job description

Overview

Prudential Advisors is looking for an Experienced Financial Advisor in the Central Florida market area who is interested in working with Prudential’s existing client base. This position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. (Must reside in the state of Florida)

At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools.

Responsibilities

As an Experienced Financial Advisor, you will have access to a comprehensive open-architecture investment platform through our broker-dealer, LPL Financial, allowing you to leverage a diverse range of investment solutions (e.g., stocks, bonds, ETFs, mutual funds, separately managed accounts, brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.). With these resources, you will help clients navigate complex portfolios and achieve their financial goals with confidence. You will work with an existing client base and have the opportunity to build a strong book of business through Prudential’s referral programs. You can create client solutions without proprietary product sales requirements, with compensation that is 100% benefitable regardless of the product or company you sell, while enjoying the look and feel of an independent advisor with the benefits of being an employee.

The position includes access to 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.

Qualifications

• Series 7 and 66 (or 63/65)
• Insurance licenses (215)
• Three or more years of investment sales experience

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan

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 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. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.