What are the responsibilities and job description for the Financial Planner position at Prudential Advisors?
Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction.
Prudential Advisors has opportunities in: San Diego and Irvine, California.
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. Must 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 5 years of industry experience
- Must hold current licensing (Life Series 7 & Series 66) or equivalent.
- 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
- Up to 83% payout (with benefits) & up to 92% on the independent contract (w/o benefits)
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.
Let’s have a confidential conversation today, please reach out to me directly at 503-444-0370 or amy.springer@prudential.com.