Senior Financial Advisor — Grow Your Client Base & Plans

Prudential Advisors; Scottsdale (AZ); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Full medical and dental benefits

Job summary

A financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate will have a Bachelor’s degree in finance, 5+ years of industry experience, and the necessary licenses. Responsibilities include providing financial planning support and preparing accurate financial plans. This position offers a supportive environment, competitive compensation, and comprehensive retirement benefits.

Qualifications

• Minimum 5+ years of industry experience.
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Financial planning support

Understanding of the investment business

Education

Bachelor’s degree in finance or related field

Tools

Life licensing

Series 7 licensing

Series 66 licensing

Job description

A financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate will have a Bachelor’s degree in finance, 5+ years of industry experience, and the necessary licenses. Responsibilities include providing financial planning support and preparing accurate financial plans. This position offers a supportive environment, competitive compensation, and comprehensive retirement benefits.