Financial Advisor

Regional Director at Prudential Advisors

Full‑time financial advisor position based in Plano, Texas.

• Assess clients' financial needs and develop personalized financial strategies.
• Provide guidance on investments, retirement planning, and insurance.
• Build and maintain strong client relationships while staying updated on financial products and market changes.
• Collaborate with clients to help them achieve long‑term financial goals by offering tailored advice and creating comprehensive plans.

• Experience in financial planning, investment analysis, and an understanding of retirement, tax, and estate planning concepts.
• Strong relationship‑building, client‑service, and interpersonal skills.
• Proficiency in identifying client needs, presenting solutions, and conducting financial assessments.
• Strong communication, consultation, and problem‑solving skills.
• Licenses such as FINRA Series 7, 63, 65, or 66 preferred (or willingness to obtain).
• Experience with financial software and tools is a plus.
• Ability to work in‑office.

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance
• Child care support
• Tuition assistance
• Paid maternity leave