Financial Advisor

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 also New Mexico and Arizona. 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.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor’s degree in finance or related fieldMinimum 5+ years of industry experienceMust hold current licensing (Life + Series 7 & Series 66) or equivalent.Strong understanding of the investment businessExcellent interpersonal & communication skillsThis position will offer:The ability to work with an existing client base leadAccess to LPL Financials’ full open‑architecture independent platformThe ability to build a strong book of business with Prudential’s exceptional referral programsThe opportunity to create client solutions without proprietary product sales requirementsCompensation that is 100% benefitable, regardless of the product or company you sellAll earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)The look and feel of an independent advisor—with the benefits of being an employeeThree retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefitsUp to 83% payout on W2 contract (with benefits) & up to 92% on the independent contractWe 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.