Financial Advisor

Prudential Advisors; Scottsdale (AZ); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Full medical and dental benefits

Job summary

A financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate will have a Bachelor’s degree in finance, 5+ years of industry experience, and the necessary licenses. Responsibilities include providing financial planning support and preparing accurate financial plans. This position offers a supportive environment, competitive compensation, and comprehensive retirement benefits.

Qualifications

• Minimum 5+ years of industry experience.
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• 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 support

Understanding of the investment business

Education

Bachelor’s degree in finance or related field

Tools

Life licensing

Series 7 licensing

Series 66 licensing

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: Scottsdale, Arizona with our PLANWELL WEALTH & RISK MANAGEMENT | Prudential Advisors office.

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

This position will offer:

• 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

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible.

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