Experienced Financial Advisor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-03-14
Listing for:
Prudential Advisors
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
This is a full-time role for a Financial Advisor, based in Plano Texas. Key responsibilities include assessing clients' financial needs, developing personalized financial strategies, and offering guidance on investments, retirement planning, and insurance. The Financial Advisor will build and maintain strong client relationships while staying updated on financial products, trends, and market changes. Additionally, you will collaborate with clients to help them achieve their long-term financial goals by offering tailored advice and creating comprehensive plans.
Qualifications
- Experience in financial planning, investment analysis, and 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 and Life and Health License
- Experience with financial software and tools is a plus
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