Open-Architecture Financial Advisor – Central Florida

Prudential Advisors; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with a 4% match

Pension plan

Job summary

A leading financial services firm in Orlando is seeking an Experienced Financial Advisor to work with its existing client base and build strong relationships. You will access a diverse investment platform to help clients achieve their financial goals while enjoying competitive benefits including a 401(k) plan and full medical coverage. This role requires licenses Series 7 and 66 (or 63/65) and insurance license (215).

Qualifications

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

Responsibilities

• Help clients navigate complex portfolios.
• Access to comprehensive investment platform.
• Work with existing client base and build new relationships.

Skills

Investment sales experience

Knowledge of financial products

Client relationship management

Education

Series 7 and 66 (or 63/65)

Insurance licenses (215)

Job description

A leading financial services firm in Orlando is seeking an Experienced Financial Advisor to work with its existing client base and build strong relationships. You will access a diverse investment platform to help clients achieve their financial goals while enjoying competitive benefits including a 401(k) plan and full medical coverage. This role requires licenses Series 7 and 66 (or 63/65) and insurance license (215).