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Senior Financial Planner

Prudential Advisors

Are you an experienced Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, More clients, More compensation, and More client satisfaction.We have an opportunity for the right senior advisor to work with our firm in ArizonaOur 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. Be coachable and bring a willingness to learn.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in finance or related fieldMinimum 3-5+ years of Financial Services industry experienceMust hold current licensing (Life + Series 7 & Series 66) or equivalent.Must hold Life & health license in ArizonaStrong understanding of the investment businessExcellent interpersonal & communication skillsThis position will offer:The ability to work with an existing client base leadAccess to LPL Financials' full open-architecture independent platformThe ability to build a strong book of business with Prudential's exceptional referral programsThe opportunity to create client solutions without proprietary product sales requirementsCompensation that is 100% benefitable, regardless of the product or company you sellAll earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)The look and feel of an independent advisor—with the benefits of being an employeeThree retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefitsWe have two different paths of employmentWe 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 View email address on click.appcast.io or View phone number on click.appcast.io

Vacancy posted 1 day ago
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