Independent Financial Advisor — High Earnings & Impact

Prudential Advisors; Irvine (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with 4% match

Comprehensive medical and dental benefits

Cash balance pension plan

Job summary

A financial services company based in California is seeking an Experienced Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate should have over five years of industry experience, current relevant licensing, and strong financial planning and interpersonal skills. Responsibilities include financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. The role offers significant benefits and a competitive compensation structure.

Qualifications

• Minimum 5+ years of industry experience required.
• Current licensing (Life + Series 7 & Series 66) or equivalent essential.
• Strong understanding of the investment business necessary.

Responsibilities

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

Skills

Client relationship management

Financial planning

Investment knowledge

Interpersonal communication

Education

Bachelor’s degree in finance or related field

Tools

LPL Financial platform

Job description

A financial services company based in California is seeking an Experienced Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate should have over five years of industry experience, current relevant licensing, and strong financial planning and interpersonal skills. Responsibilities include financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. The role offers significant benefits and a competitive compensation structure.