What are the responsibilities and job description for the Experienced Financial Advisor position at Prudential Financial?
Prudential Advisors is looking for an Experienced Financial Advisor in the greater White Plains, NY area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions.
At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools.
As an Experienced Financial Advisor, you will have access to a comprehensive open-architecture investment platform through our broker-dealer, LPL Financial, allowing you to leverage a diverse range of investment solutions, (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.).
With these resources at your disposal, you will be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence.
This position will offer:
- The ability to work with an existing client base.
- Access to LPL Financial's 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 products sales requirements
- Compensation that is 100% benefitable regardless of the product or company you sell
- 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 full medical and dental 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 smooth as possible. Let's have a confidential conversation today.
- Series 7 and 66 (or 63/65) required
- Insurance licenses required
- Three or more years of investment sales experience required
Join us and take your financial planning career to the next level!
If you are interested in learning more about this opportunity, contact me by phone at 774-526-4862 or via e-mail at matthew.oliveira@prudential.com.