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.

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

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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.

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Responsibilities

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• Provide financial planning support to clients
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• Support investment professionals to cultivate client relationships
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• Prepare financial plans and check their accuracy
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Qualifications

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• Bachelor’s degree in finance or related field
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• Minimum 5+ years of industry experience
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• Must hold current licensing (Life + Series 7 & Series 66) or equivalent.
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• Strong understanding of the investment business
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• Excellent interpersonal & communication skills
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This position will offer:

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• The ability to work with an existing client base lead
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• Access to LPL Financials’ full open‑architecture independent platform
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• The ability to build a strong book of business with Prudential’s exceptional referral programs
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• The opportunity to create client solutions without proprietary product sales requirements
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• Compensation that is 100% benefitable, regardless of the product or company you sell
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• All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)
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• The look and feel of an independent advisor—with the benefits of being an employee
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• 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
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• Up to 83% payout (with benefits) & up to 92% on the independent contract (w/o benefits)
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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.

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Let’s have a confidential conversation today, please reach out to me directly at 503-444-0370 or amy.springer@prudential.com.