Senior Financial Planner

Job Summary

We are looking for Experienced Advisors to join our team. You've built a successful practice, and now you want more.

At Prudential Advisors, we want to help you grow your career and be a resource to you and your clients. Prudential will provide you with the tools, products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our competitive payouts
• Our practice building support

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.

When joining Prudential Advisors, we offer:

• Pension Enhancement for Top Financial Professionals
• 401(k)
• Cash Balance Pension Plan
• Medical, Dental, and Vision benefits
• Robust compensation packages
• Transition support
• Practice Building programs
• Access to Prudential clients

• Guide clients in making informed financial decisions by analyzing their current financial status and future goals.
• Develop personalized financial plans that align with clients' objectives, ensuring a comprehensive approach to wealth management.
• Cultivate and maintain strong client relationships through regular communication and exceptional service.
• Stay informed on industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
• Collaborate with team members to enhance service offerings and deliver a seamless client experience.
• Utilize Prudential's open architecture platform to offer diverse and tailored client solutions.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing needs and market conditions.

• Series 7 and Series 66 (63/65) License.
• Life, Accident, and Health Insurance License.
• Certified Financial Planner preferred.
• 2+ years of experience in financial services or insurance sales.
• Ability to analyze financial data and propose financial plans.
• Knowledge of relevant financial products and services.
• Proven ability to build and maintain client relationships.
• Ability to develop and present in-depth presentations and recommendations.
• Excellent communication skills, both written and verbal.

$150,000 - $175,000 at plan earnings (per year)