Senior Financial Advisor — Open-Architecture + Existing Clients

Prudential Financial, Inc.; Burlington (VT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Dental benefits

Job summary

Prudential Advisors in the Plattsburgh/Burlington market area is seeking an Experienced Financial Advisor to grow an existing client base using Prudential's tools and open-architecture platform provided through LPL Enterprise.

This role offers the freedom of independent advice with the support of a comprehensive benefits package, including retirement programs, medical and dental coverage, and a pathway to build a substantial book of business.

Qualifications

• Licensed Series 7 and Series 66 (or 63/65).
• LAH license required.
• Experience with open-architecture investment platforms.

Responsibilities

• Develop and manage comprehensive financial plans for clients.
• Leverage an open-architecture investment platform to tailor solutions.
• Grow your book by working with Prudential’s existing client base and referral programs.

Skills

Series 7

Series 66

LAH license

Job description

Prudential Advisors in the Plattsburgh/Burlington market area is seeking an Experienced Financial Advisor to grow an existing client base using Prudential's tools and open-architecture platform provided through LPL Enterprise.

This role offers the freedom of independent advice with the support of a comprehensive benefits package, including retirement programs, medical and dental coverage, and a pathway to build a substantial book of business.