Entry-Level Financial Advisor - Training & Licensing

Principal; Kalamazoo (MI); On-site; USD 68,000 - 84,000; Full time

Benefits offered by this job

Sponsorship for FINRA 7/66 licensing

Comprehensive training and onboarding

Mentorship from experienced financials

AI-powered prospecting tools

Opportunity to build your client base

Competitive compensation and career<|>

Job summary

Principal's Financial Advisor Development Program offers a structured career path in financial services, welcoming candidates with no prior advisory experience. You will receive comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you grow.

You'll work with business owners, professionals, and families to plan their financial future while building your own book of business.

Qualifications

• Demonstrated ability to build trust and develop professional relationships.
• Strong initiative with a desire to learn and grow professionally.
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided).
• Excellent communication, interpersonal, and relationship-building skills.

Responsibilities

• Complete a structured training program focused on financial planning, business development, and client relationship management.
• Deliver ongoing service and support while building trust and expanding your professional network.
• Analyze client financial information to help develop customized strategies aligned with their goals.
• Build and grow a client base by developing relationships, networking, and connecting with prospective clients.

Skills

Relationship-building

Communication skills

Initiative

Professional development

Education

Bachelor's degree in Business/Finance/Economics/Marketing/Communications or related field

Job description

Principal's Financial Advisor Development Program offers a structured career path in financial services, welcoming candidates with no prior advisory experience. You will receive comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you grow.

You'll work with business owners, professionals, and families to plan their financial future while building your own book of business.