Senior Financial Advisor - Open-Architecture Platform (Miami)

Prudential Advisors; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Job summary

A leading financial services firm is seeking an Experienced Financial Advisor in Miami, Florida. You will work with an existing client base and leverage an independent investment platform to create customized financial solutions. Ideal candidates have at least three years of experience in investment sales and possess required licenses. This position offers comprehensive benefits including medical and dental insurance, a pension plan, and a 401(k) with a match, allowing you to grow your career while helping clients achieve their financial goals.

Qualifications

• Three or more years of investment sales experience required.
• Series 7 and 66 (or 63/65) licenses required.
• Insurance licenses required (215).

Responsibilities

• Work with existing client base to offer financial solutions.
• Utilize LPL Financial's open-architecture investment platform.
• Help clients navigate complex portfolios.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Series 7 and 66 (or 63/65) licenses

Insurance licenses (215)

Job description

A leading financial services firm is seeking an Experienced Financial Advisor in Miami, Florida. You will work with an existing client base and leverage an independent investment platform to create customized financial solutions. Ideal candidates have at least three years of experience in investment sales and possess required licenses. This position offers comprehensive benefits including medical and dental insurance, a pension plan, and a 401(k) with a match, allowing you to grow your career while helping clients achieve their financial goals.