Financial Planner

Prudential Advisors; Phoenix (AZ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Full medical and dental benefits

Up to 83% payout on W2 contract

Job summary

A leading financial advisory firm located in Phoenix, Arizona, is seeking an Experienced Financial Advisor/Financial Planner to provide personalized investment solutions. The role involves supporting clients in achieving their long-term financial goals and preparing accurate financial plans. Candidates should have a bachelor's degree in finance or a related field and at least 3-5 years of experience. The position offers significant compensation, a robust benefits package, and the opportunity to work with an existing client base.

Qualifications

• 3-5+ years of experience in the Financial Services industry.
• Current licensing (Life + Series 7 & Series 66) or equivalent.
• Life license in Arizona.

Responsibilities

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

Skills

Client relationship cultivation

Financial planning

Investment understanding

Interpersonal skills

Communication skills

Education

Bachelor’s degree in finance or related field

Job description

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

We have opportunities with our Arizona Team. Our local home office is in: Phoenix, Arizona, Planwell Wealth & Risk Management.

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. 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 3-5+ years of Financial Services industry experience
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Life license in Arizona
• 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 [e-mail] or 503-444-0370