Senior Financial Planner - Build Your Book & Impact Clients

Prudential Advisors; San Diego (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with 4% match

Medical and dental benefits

Access to independent platform

Pension enhancement plan

Job summary

A financial services firm is seeking an experienced Financial Advisor to provide personalized financial planning support. The ideal candidate will have a Bachelor's degree in finance or a related field and over 5 years of industry experience. Responsibilities include creating and checking financial plans, as well as cultivating client relationships. The position offers extensive benefits and support to help you succeed in building your book of business.

Qualifications

• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• Minimum 5+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Financial planning

Investment knowledge

Education

Bachelor's degree in finance or related field

Job description

A financial services firm is seeking an experienced Financial Advisor to provide personalized financial planning support. The ideal candidate will have a Bachelor's degree in finance or a related field and over 5 years of industry experience. Responsibilities include creating and checking financial plans, as well as cultivating client relationships. The position offers extensive benefits and support to help you succeed in building your book of business.