Senior Financial Advisor – Open-Architecture Platform

Prudential Financial; City of Utica (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

Prudential Advisors in the Utica market seeks an Experienced Financial Advisor to work with Prudential’s existing client base, helping families design financial solutions with industry-leading planning tools.

You will have access to LPL's open-architecture platform and the support of Prudential's referral programs to build a strong practice while enjoying the benefits of an employee with independent advisor flexibility.

Qualifications

• Series 7 and 66 (or 63/65) required.
• LAH license required.
• Experience as Financial Advisor with Prudential preferred.

Responsibilities

• Serve an existing client base to grow advisory relationships.
• Provide customized financial plans using planning tools.
• Leverage Prudential's open-architecture platform to offer diverse investment solutions.
• Collaborate with referral programs to build a strong book of business.

Skills

Manage existing client base

Financial planning for clients

Open-architecture platform familiarity

Tools

LPL Platform

Job description

Prudential Advisors in the Utica market seeks an Experienced Financial Advisor to work with Prudential’s existing client base, helping families design financial solutions with industry-leading planning tools.

You will have access to LPL's open-architecture platform and the support of Prudential's referral programs to build a strong practice while enjoying the benefits of an employee with independent advisor flexibility.