Phoenix-Based Financial Planner: Grow Your Client Book

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

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.