Financial Advisor

3 weeks ago


Albuquerque, United States Prevender Financial Services, LLC Full time

Our Company

Prevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.

Job Summary

We believe that successful Financial Advisors are those who have the necessary skill set and tools, including state of the art technology, research and other resources at their disposal to manage their client’s complex and challenging needs.

As an independent Financial Advisor with Prevender Financial Services, LLC, offering securities through Raymond James Financial Services, Inc., you’ll have the freedom and flexibility to build the practice that’s right for you and your clients, along with something you might not expect – the full resources and support of a leading firm and an established branch.

Benefits include

•      Full control over your practice, your mix of business and client relationships*

•      A highly competitive payout

•      Dedicated transition assistance

•      A seamless transition into an existing office with an experienced staff

•      Direct access to home office resources, including powerful technology solutions, a comprehensive product platform, compliance, marketing and more

•      Potential to buy into / partner with Prevender Financial Services, LLC



Qualifications

•      Hold a Series 7 General Securities license and a Series 65 or Series 66 license (IAR registered)

•      Minimum of 5 years of experience in the financial services industry


If you are interested in joining our team, please send your resume to Sue.boekeloo@raymondjames.com.

*Certain criteria apply. Prevender Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.


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