Senior Financial Advisor – Open-Architecture Platform

Prudential Advisors; Jacksonville (FL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with a match

Pension plan

Job summary

A financial services firm in Jacksonville, Florida seeks an Experienced Financial Advisor to grow their career by assisting clients with tailored financial solutions. This full-time role includes access to LPL Financial's investment platform and a supportive environment with an existing client base. Candidates should have relevant licenses and a track record in investment sales. Competitive compensation and multiple retirement benefits are part of the package.

Qualifications

• 3+ years of investment sales experience required.
• Must have Series 7 and 66 (or 63/65) licenses.
• Must hold insurance licenses (215).

Responsibilities

• Work with an existing client base.
• Help clients navigate complex portfolios.
• Create customized financial solutions.

Skills

Investment sales experience

Financial planning

Client relationship management

Education

Series 7 and 66 (or 63/65)

Insurance licenses (215)

Tools

LPL Financial platform

Job description

A financial services firm in Jacksonville, Florida seeks an Experienced Financial Advisor to grow their career by assisting clients with tailored financial solutions. This full-time role includes access to LPL Financial's investment platform and a supportive environment with an existing client base. Candidates should have relevant licenses and a track record in investment sales. Competitive compensation and multiple retirement benefits are part of the package.