Entry-Level Financial Advisor

Principal Financial Group; Lansing (MI); On-site; USD 76,000 - 110,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7 & 66

Comprehensive training and onboarding

Mentorship from experienced advisors

AI-powered prospecting tools

Opportunity to build own client base

Competitive incentives

Career advancement within Fortune 500

Job summary

Principal Financial Group is seeking a motivated Financial Advisor in Michigan to embark on a growth-focused career with industry-leading training and licensing sponsorship for FINRA Series 7 and Series 66. This program offers mentorship, AI-powered prospecting tools, and a clear path to build a personal client base within the small and mid-sized business market.

You will learn to serve businesses and professionals in your community, leveraging technology and experienced leadership to develop

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field, or equivalent experience.
• Interest in financial planning, wealth management, and helping clients achieve goals.
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided).
• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated with a strong desire to learn and grow.

Responsibilities

• Leverage technology and data-driven insights to prepare for meetings and understand client needs.
• Deliver ongoing service and support while expanding your professional network.
• Participate in training, mentorship, and development programs for a successful advisory career.
• Analyze client financial information to develop customized strategies.
• Partner with experienced advisors to strengthen expertise and client experiences.
• Develop relationships with individuals, professionals, and business owners.
• Utilize AI-powered prospecting tools to identify potential clients in the SMB market.

Skills

Communication skills

Interpersonal skills

Relationship-building

Self-motivated

Sales experience

Customer service experience

Education

Bachelor's degree in Business/Finance/ Economics/Marketing/Communications

Job description

Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required—we provide the tools, support, and professional development needed to build a successful practice serving businesses and professionals in your community.

At Principal, you'll learn how to help clients achieve their financial goals while building your own client base in the small and mid-sized business market. Leveraging AI-powered prospecting tools, advanced technology, and guidance from experienced leaders, you'll develop the skills needed to grow a rewarding career in financial services.

What We Offer

• Sponsorship for FINRA Series 7 and Series 66 licensing
• Comprehensive training and onboarding program
• Mentorship from experienced financial professionals
• AI-powered prospecting and client engagement tools
• Opportunity to build and grow your own client base
• Competitive compensation and performance incentives
• Career advancement within a Fortune 500 financial services organization

Compensation: $76,000 at plan earnings

Qualifications

• Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
• Interest in financial planning, wealth management, and helping clients achieve financial goals
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
• Self-motivated with a strong desire to learn and grow
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
• Excellent communication, interpersonal, and relationship-building skills
• Demonstrated ability to build trust and develop professional relationships

Responsibilities

• Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
• Deliver ongoing service and support while building trust and expanding your professional network
• Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
• Analyze client financial information to help develop customized strategies aligned with their goals
• Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market