Quick Overview
Job Description
We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most-helping clients achieve their goals.
What We Offer
- Access to business-owner and employer-focused opportunities
- Retirement, employee benefits, and wealth management solutions
- AI-powered prospecting and client engagement tools
- Mentorship, coaching, and support from experienced leaders
- Marketing and business development resources
- Flexible practice-building environment
- Competitive compensation and growth opportunities
- The strength and reputation of a Fortune 500 financial services organizationCompensation:
$100,000+ at plan yearly
Responsibilities:
- Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
- Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement
- Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
- Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
- Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
- Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
- Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service
Qualifications:
- Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
- Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
- Strong business development, networking, and consultative sales skills
- Experience developing financial strategies and presenting recommendations to clients
- Active FINRA Series 7 and Series 66 registrations required
- Demonstrated success building client relationships and growing a book of business
- Ability to work independently while leveraging resources and support to accelerate growth
- 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession
About Company
You'll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.
We understand every practice is unique. That's why we offer flexible affiliation options, along with a variety of team structures and benefit choices-all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.
And just as we help businesses provide meaningful benefits, we do the same for you-offering more than traditional compensation, with support designed to help you grow and succeed long term.
Compensation details: 00 Yearly Salary
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