Senior Financial Planner

PostJobFree Inc.; Phoenix (AZ); In loco; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Open architecture platform

Strong referral network

Pensionable earnings

Full medical and dental benefits

401(k) with match

Descrizione del lavoro

Prudential Advisors in Arizona seeks a senior financial planner to deliver comprehensive personalized investment solutions to help clients work toward long-term goals. The ideal candidate will create financial plans, cross-checking work for accuracy, build trusted relationships, and coach others as needed.

You will join a team offering open architecture platforms, pensionable earnings, robust retirement programs, and full medical and dental benefits.

Competenze

• Bachelor’s degree in finance or related field.
• 3–5+ years of Financial Services industry experience.
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Must hold Life & health license in Arizona.
• Strong understanding of the investment business.
• Excellent interpersonal & communication skills.

Mansioni

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

Conoscenze

Interpersonal skills

Communication

Investments knowledge

Formazione

Bachelor’s degree in finance or related field

Descrizione del lavoro

Are you an experienced Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have an opportunity for the right senior advisor to work with our firm in Arizona. Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Be coachable and bring a willingness to learn.

Responsibilities

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

Qualifications

• Bachelor’s degree in finance or related field
• Minimum 3-5+ years of Financial Services industry experience
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Must hold Life & health license in Arizona
• Strong understanding of the investment business
• Excellent interpersonal & communication skills

This Position Will Offer

• The ability to work with an existing client base lead
• Access to LPL Financials’ full open architecture independent platform
• The ability to build a strong book of business with Prudential’s exceptional referral programs
• The opportunity to create client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable, regardless of the product or company you sell
• All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)
• The look and feel of an independent advisor—with the benefits of being an employee
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits
• We have two different paths of employment
• We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible.

Full Time