Florida Financial Advisor: Grow Your Practice with Planning

Prudential Advisors Pty; Florida; Presencial; USD 60 000 - 100 000; Tempo integral

Resumo da oferta

A financial services company is seeking an Experienced Financial Advisor in Florida. This position emphasizes creating customized financial plans with access to a range of investment solutions. Ideal candidates should possess strong skills in financial advising and client relationship management, along with a commitment to serving the existing Prudential client base. This role is focused on empowering you to grow your career and business while helping clients navigate their financial needs.

Qualificações

• Must reside in the state of Florida.
• Experience in financial advising is preferred.
• Strong abilities in creating tailored financial solutions.

Responsabilidades

• Help clients navigate financial products and solutions.
• Create customized financial plans using various investment tools.
• Grow your career and business by serving Prudential’s client base.

Conhecimentos

Customized financial planning

Investment strategies

Client relationship management

Ferramentas

LPL Financial platform

Descrição da oferta de emprego

Prudential Advisors is looking for an Experienced Financial Advisor in the 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 throughour broker-dealer, LPL Enterprise , 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'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)
• Insurance licenses (215)
• Three or more years of investment sales experience

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