Independent Financial Advisor

Prudential Advisors; United States; On-site; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Job summary

A leading financial services firm is seeking an Experienced Financial Advisor in Miami, Florida. You will work with an existing client base and leverage an independent investment platform to create customized financial solutions. Ideal candidates have at least three years of experience in investment sales and possess required licenses. This position offers comprehensive benefits including medical and dental insurance, a pension plan, and a 401(k) with a match, allowing you to grow your career while helping clients achieve their financial goals.

Qualifications

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

Responsibilities

• Work with existing client base to offer financial solutions.
• Utilize LPL Financial's open-architecture investment platform.
• Help clients navigate complex portfolios.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Series 7 and 66 (or 63/65) licenses

Insurance licenses (215)

Job description

Prudential Advisors is looking for an Experienced Financial Advisor in the Miami, Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor 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.

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, (i.e., 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 at your disposal, you will be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence.

This position will offer:

• The ability to work with an existing client base.
• 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 products sales requirements
• Compensation that is 100% benefitable regardless of the product or company you sell
• 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 + full medical and dental benefits.

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 smooth as possible. Let\'s have a confidential conversation today.

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

Join us and take your financial planning career to the next level!

Featured 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