Financial Planner - Financial Advisor (local experienced candidates only)
Job description
For 147 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth. Today, we are one of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise, and... innovation. We strive to create long-term value for our stakeholders through strong business fundamentals, consistent with our mission guided by our vision and directed by our company's core values. We are committed to keeping our promises and to doing business the right way.
- Use Link Below to Apply (Experienced Candidates Only):
- Link: https://applicationstation.bigreport.com/
- Code: PRUDNVAL10XEXP
Joining Our Firm & Prudential Advisors:
Accomplished candidates who successfully complete our interview process will enter our Career Development or Experienced Financial Professional programs. Build a successful Financial Planning practice with the help of our award winning and top ranked leadership team and by properly utilizing Prudential's vast resources, open architecture platform, and commitment toward being a leading full Financial Planning firm in the industry. We are client centric with our advice and embrace holistic financial solutions around the following areas:
- Financial Position Analysis
- Asset Allocation
- Investment Analysis
- Education Planning
- Tax Planning
- Protection Planning
- Retirement Planning
- Multi-generational Wealth Transfer
- Charitable Giving
Position Requirements:
- Entrepreneurial spirit
- Desire to build equity in a practice
- Time management capability
- Quick adjustments to adversity
- Interpersonal skills on phone and face-to-face distribution
- Strong personal and or professional connections
- Financial related background or degree
- Desire toward having a long-term career
- Adaptation to technology (Microsoft Teams/Skype for Business) and ability in eMoney Financial Planning Software
- Industry experience (for consideration minimum 3 years +Financial Services Industry experience - DO NOT APPLY OTHERWISE)
- Any or all of the following CA State Insurance Licenses (Life & Health or Property & Casualty)
- Clean compliance record from previous firm with minimal U4 disclosures
- Any or all of the following FINRA Securities Registrations (Minimum Series 6 or Series 7 Preferred and Minimum Series 63, Series 65 or Series 66 Preferred)
- Any of the following Advanced Professional Designations / Degrees (CFP®, ChFC®, CLU®, CIMA®, CASL®, CLTC®, CFA®, MBA, JD) (preferred but not mandatory / re-imbursement for full-time associates for advanced designation / advanced degree attainment)
Job Type: Full-time
Salary: $80,000.00 to $250,000.00 /year
Pay may depend on skills and/or qualifications
Job Types: Full-time, Contract
Pay: $80,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Physical setting:
- Office
Supplemental pay types:
- Bonus pay
- Commission pay
- Signing bonus
COVID-19 considerations:
Yes, following all state and local government protocols. Offices have full-time cleaning crew. Remote capability for all business lines with industry leading electronic only technology and interface.
Ability to commute/relocate:
- Los Angeles, CA: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Financial planning: 1 year (Preferred)
License/Certification:
- CFP(R) designation (Preferred)
- FINRA Securities Licenses (Preferred)
Work Location: Multiple Locations
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