Sr. Financial Advisor

Prudential Financial; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a dedicated Financial Advisor to join their team in Philadelphia. This role offers the chance to work with an existing client base while providing tailored financial solutions without the pressure of proprietary product sales. Enjoy the independence of advisory work combined with the stability of traditional employment, including access to retirement programs with generous matching. If you have a passion for helping clients achieve their financial goals and meet the licensing requirements, this is an excellent opportunity to grow your career in a supportive environment.

Benefits

401(k) with 4% match

Cash balance pension plan

Health benefits

Flexible working hours

Qualifications

• 3+ years of investment sales experience required.
• Must have Series 7 and 66 licenses or Series 6 and 63/65.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through collaboration and referrals.

Skills

Investment Sales Experience

Client Relationship Management

Financial Solutions Development

Education

Series 7 License

Series 66 License

Insurance License

Job description

Job Opportunity: Financial Advisor at Prudential Advisors

Prudential Advisors is seeking an experienced financial advisor in the greater Philadelphia market to work with an existing book of clients. This role offers the opportunity to grow your career and business while helping clients with their financial solutions. The position includes:

1. Servicing an existing book of business upon hire.
2. Building a strong client base through team collaboration and referral programs.
3. Creating client solutions without proprietary product sales requirements.
4. Receiving compensation that is 100% benefitable regardless of the product or company sold.
5. Enjoying the independence of an advisor with the support and benefits of traditional employment.
6. Access to two retirement programs: a 401(k) with a 4% match and a cash balance pension plan.

Requirements:

• Series 7 and 66 licenses (or Series 6 and 63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

If you're interested in learning more, please email [e-mail]. Feel free to forward this message to anyone who might be interested. Thank you.

Additional Details:

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Business Development and Sales
• Industries: Financial Services, Investment Management, Insurance

Referrals can increase your chances of interview success at Prudential Financial by 2x.