Entry-Level Financial Advisor - Training Provided

Principal Financial Group; Grand Rapids (MI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7 and 66

Comprehensive training and onboarding

Mentorship from experienced financials

AI-powered prospecting tools

Opportunity to build and grow your own

Competitive compensation and success

Career advancement within a Fortune 50

Job summary

Principal Financial Group is launching a structured development program in Grand Rapids to prepare you as a Financial Advisor. No prior advisory experience is required, with comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build your own client base.

You will work with business owners, professionals, and families to plan their financial futures, aided by AI-driven prospecting resources and experienced leadership within a

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field, or equivalent professional experience.
• FINRA Series 7 and Series 66 sponsorship provided to obtain licenses.

Responsibilities

• Complete a structured training program focused on financial planning, business development, and client relationship management
• Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
• Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market
• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
• Gather and analyze financial information to assist in developing personalized financial strategies and recommendations
• Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions

Skills

Proactive learner

Strong communication

Relationship-building

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.

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

$50,000 - $100,000 at plan

Qualifications

• Strong initiative with a desire to learn, grow, and develop professionally
• Strong communication and interpersonal skills
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
• Demonstrated ability to build trust and develop professional relationships
• Interest in financial planning, wealth management, and helping clients achieve long-term financial success
• Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience

Responsibilities

• Complete a structured training program focused on financial planning, business development, and client relationship management
• Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
• Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market
• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
• Gather and analyze financial information to assist in developing personalized financial strategies and recommendations
• Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions