About this opportunity
Prudential Advisors lists this Senior Financial Advisor opportunity in scottsdale, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Are you an Experienced Financial Advisor/ 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.
Do not wait to apply after reading this description a high application volume is expected for this opportunity.
Prudential Advisors has opportunities in Arizona!
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 5-7 years of industry experience
Must hold current licensing (Life & Health + SIE, Series 7 & Series 66).
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 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. 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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.