Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor

Prudential Advisors

Regional Director at Prudential Advisors Full‑time financial advisor position based in Plano, Texas. Responsibilities Assess clients' financial needs and develop personalized financial strategies. Provide guidance on investments, retirement planning, and insurance. Build and maintain strong client relationships while staying updated on financial products and market changes. Collaborate with clients to help them achieve long‑term financial goals by offering tailored advice and creating comprehensive plans. Qualifications Experience in financial planning, investment analysis, and an understanding of retirement, tax, and estate planning concepts. Strong relationship‑building, client‑service, and interpersonal skills. Proficiency in identifying client needs, presenting solutions, and conducting financial assessments. Strong communication, consultation, and problem‑solving skills. Licenses such as FINRA Series 7, 63, 65, or 66 preferred (or willingness to obtain). Experience with financial software and tools is a plus. Ability to work in‑office. Benefits Medical insurance Vision insurance 401(k) Pension plan Disability insurance Child care support Tuition assistance Paid maternity leave #J-18808-Ljbffr

Vacancy posted more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!