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Senior Financial Advisor

Senior Financial Advisor

prudential advisorsSan Diego, TX

3 days ago

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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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. Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. 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 3+ 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
  • We have two different paths of employment
  • We know that making a move is a big decision. xhmxlyz 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 5 or

Also on the board Same function, level within a rung

Level

Senior

Location

San Diego, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

Apply for this role (opens in a new tab)