Experienced Financial Advisor jobs in United States
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Prudential Financial · 3 hours ago

Experienced Financial Advisor

Prudential Advisors is looking for an Experienced Financial Advisor in the greater Warwick, RI area who is interested in working with Prudential’s existing client base. This role involves helping clients navigate complex portfolios and achieve their financial goals using industry-leading financial and insurance planning tools.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote
Hiring Manager
Matthew Oliveira
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Responsibilities

The ability to work with an existing client base
Access to LPL Financial's 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 products sales requirements
Compensation that is 100% benefitable regardless of the product or company you sell
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 + full medical and dental benefits

Qualification

Series 7Series 66Insurance licensesInvestment sales experienceFinancial planning

Required

Series 7 and 66 (or 63/65) required
Insurance licenses required
Three or more years of investment sales experience required

Benefits

Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan
Full medical and dental benefits

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

H1B Sponsorship

Prudential Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase