Senior Financial Planner — Independent Platform & Retirement Benefits

PostJobFree Inc.; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Open architecture platform

Strong referral network

Pensionable earnings

Full medical and dental benefits

401(k) with match

Job summary

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.

Qualifications

• 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.

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

Investments knowledge

Education

Bachelor’s degree in finance or related field

Job description

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.