Financial Planner

Are you an Experienced Financial Advisor/Financial Planner 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.

Prudential Advisors has opportunities in: San Diego and Irvine, California.

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+ years of industry experience
• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
• 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 a 4% 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 503-444-0370 or amy.springer@prudential.com.