AI-Driven Financial Advisor — Grow Your Practice

Principal Financial Group; Grand Rapids (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

Principal Financial Group is seeking experienced Financial Advisors to grow their practice by delivering customized financial guidance to business owners, professionals, and employers in a collaborative, growth-focused environment.

With AI-powered prospecting, mentoring, and access to retirement, benefits, and wealth management solutions, you’ll build strong client relationships while expanding your market presence in a Fortune 500 company.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• 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.
• Demonstrated success building client relationships and growing a book of business.

Responsibilities

• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency.
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients.
• 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.
• 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.

Skills

Financial advisory

Business development

Networking

Consultative sales

Client relationship growth

Education

FINRA Series 7 & Series 66

Job description

Principal Financial Group is seeking experienced Financial Advisors to grow their practice by delivering customized financial guidance to business owners, professionals, and employers in a collaborative, growth-focused environment.

With AI-powered prospecting, mentoring, and access to retirement, benefits, and wealth management solutions, you’ll build strong client relationships while expanding your market presence in a Fortune 500 company.