Licensed Financial Advisor

Prudential Advisors - Forest Hills, NY

Licensed Financial Advisor

Queens, NY
Full Time
Paid
  • Responsibilities

    We are looking for Experienced Advisors to join The Empire City Financial Group. You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: • Our open architecture platform for client solutions • Our competitive payouts • Our practice building support 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 smooth as possible. Let’s have a confidential conversation today. When joining Prudential Advisors, we offer • Pension Enhancement for Top Financial Professionals • Prudential Employee Savings Plan (PESP) - 401(k) • Cash Balance Pension Plan • Medical, Dental, and Vision benefits • Robust compensation packages • Transition support • Practice Building programs • Access to Prudential clients Responsibilities: • Create and execute customized financial plans tailored to clients' financial objectives and risk tolerance in Queens, NY, USA. • Regularly review client portfolios to ensure they align with financial goals and market conditions specific to Queens, NY. • Offer expert guidance on investment strategies, retirement planning, and estate planning to support clients in achieving financial security in Queens, NY. • Analyze market trends and economic indicators to provide informed recommendations to clients residing in Queens, NY. • Stay updated on industry regulations and adhere to licensing requirements to ensure compliance while serving clients in Queens, NY. Qualifications: • To be considered for the Licensed Financial Advisor position in Queens, NY, US, you must hold a valid Life and Health Insurance License. • You are required to have a Series 7 License to qualify for the role of a Licensed Financial Advisor in Queens, NY, US. • The position of Licensed Financial Advisor in Queens, NY, US mandates that you possess a Series 66 License. • Proficiency in financial planning and analysis is a key requirement for the Licensed Financial Advisor position in Queens, NY, US. • The ability to source opportunities is a necessary skill for the Licensed Financial Advisor role in Queens, NY, US. Compensation: $126,500 - $159,500 yearly

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    • Create and execute customized financial plans tailored to clients' financial objectives and risk tolerance in Queens, NY, USA. •
    • Regularly review client portfolios to ensure they align with financial goals and market conditions specific to Queens, NY. •
    • Offer expert guidance on investment strategies, retirement planning, and estate planning to support clients in achieving financial security in Queens, NY. •
    • Analyze market trends and economic indicators to provide informed recommendations to clients residing in Queens, NY. •
    • Stay updated on industry regulations and adhere to licensing requirements to ensure compliance while serving clients in Queens, NY.

  • Compensation
    $126,500-$159,500 per year