Senior Financial Planner — Independent Advisory + Benefits

Prudential Advisors Pty; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with match 401(k)

Pension/retirement plans

Medical & dental benefits

Open architecture platform access

Job summary

Prudential Advisors in Arizona is seeking a senior financial planner to deliver personalized investment solutions and build a solid client base. You will create and review financial plans, ensuring accuracy and alignment with client goals, while collaborating with investment professionals.

The ideal candidate holds relevant licenses (Life, Series 7, Series 66, AZ Life/Health) and has 3–5+ years in financial services, with excellent communication and relationship-building skills.

Qualifications

• Bachelor's degree in finance or related field.
• 3-5+ years of financial services experience; active licenses.
• Life & health license in Arizona; Series 7 & 66 licensing.

Responsibilities

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

Skills

3-5+ years financial services

Licensing: Life; Series 7; Series 66

Life & health license AZ

Investment knowledge

Interpersonal skills

Education

Bachelor’s degree in finance or related field

Tools

LPL Platform

Job description

Prudential Advisors in Arizona is seeking a senior financial planner to deliver personalized investment solutions and build a solid client base. You will create and review financial plans, ensuring accuracy and alignment with client goals, while collaborating with investment professionals.

The ideal candidate holds relevant licenses (Life, Series 7, Series 66, AZ Life/Health) and has 3–5+ years in financial services, with excellent communication and relationship-building skills.