Senior Financial Advisor (San Diego Metropolitan Area)

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

Qualifications: Bachelor’s degree in finance or related field Minimum 3+ years of industry experience Must hold current licensing (Life + Series 7 & Series 66) or equivalent. Strong understanding of the investment business Excellent interpersonal & communication skills This position will offer: The ability to work with an existing client base lead Access to LPL Financials’ full open‑architecture independent platform The ability to build a strong book of business with Prudential’s exceptional referral programs The opportunity to create client solutions without proprietary product sales requirements Compensation that is 100% benefitable, regardless of the product or company you sell All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities) The look and feel of an independent advisor—with the benefits of being an employee 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 We have two different paths of employment 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. Let’s have a confidential conversation today, please reach out to me directly at or