Prudential Advisors · 3 days ago
Financial Advisor
Florida, United States
Full-time
Onsite
Mid, Senior Level
3+ years expPrudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This role involves providing financial planning support, cultivating client relationships, and preparing accurate financial plans to help clients achieve their long-term financial goals.
Financial Services
Hiring Manager
Amanda Gilmer
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Must reside in the state of Florida
Series 7 and 66 (or 63/65)
Insurance licenses (215)
Three or more years of investment sales experience
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Benefits
Medical insurance
Vision insurance
Dental insurance
401(k)
Pension plan
Company
Prudential Advisors
Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase