Financial Advisor

Prudential Advisors; San Diego (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with 4% match

Medical and dental benefits

Access to independent platform

Pension enhancement plan

Job summary

A financial services firm is seeking an experienced Financial Advisor to provide personalized financial planning support. The ideal candidate will have a Bachelor's degree in finance or a related field and over 5 years of industry experience. Responsibilities include creating and checking financial plans, as well as cultivating client relationships. The position offers extensive benefits and support to help you succeed in building your book of business.

Qualifications

• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Minimum 5+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Financial planning

Investment knowledge

Education

Bachelor's degree in finance or related field

Job description

Overview

Are you an experienced Financial Advisor/Financial Planner s eeking 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 Financial’s 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