Senior Financial Planner

4 weeks ago


New York, New York, United States Prudential Advisors - Forest Hills, NY Full time
Job Title: Senior Financial Planner

About the Role:

We are seeking a highly skilled Senior Financial Planner to join our team at Prudential Advisors in Forest Hills, NY. As a Senior Financial Planner, you will be responsible for developing and implementing personalized financial plans for clients based on their financial goals and risk tolerance.

Key Responsibilities:

* Develop and implement financial plans for clients
* Conduct regular reviews of clients' portfolios
* Provide guidance on investment strategies, retirement planning, and estate planning
* Monitor and analyze market trends and economic indicators
* Stay up-to-date on industry regulations and best practices

Requirements:

* Life and Health Insurance License
* Series 7 License
* Series 66 License
* Series 6 License
* Proficiency in financial planning and analysis
* Ability to source opportunities

About Us:

Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. At Prudential Advisors, we strive to distinguish ourselves as an admired multinational financial services leader and trusted brand that is differentiated by top talent and innovative solutions for all stages of life.

Our Values:

* Worthy of Trust: We keep our promises and are committed to doing business the right way
* Customer Focused: We provide quality products and services that meet our customers' needs
* Respect for Each Other: We are inclusive and collaborative, and individuals with diverse backgrounds and talents can contribute and grow
* Winning with Integrity: We are passionate about becoming the unrivaled industry leader by achieving superior results for our customers, shareholders, and communities

Compensation:

$126,500 - $159,500 yearly

Benefits:

* Pension Enhancement for Top Financial Professionals
* Prudential Employee Savings Plan (PESP k)
* Cash Balance Pension Plan
* Medical, Dental, and Vision benefits
* Robust compensation packages
* Transition support
* Practice Building programs
* Access to Prudential clients

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