Entry-Level Financial Advisor - Training Provided

Principal Financial Group; Kalamazoo (MI); On-site; USD 76,000 - 98,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7/66

Comprehensive training

Mentorship

AI-powered prospecting tools

Build client base

Competitive compensation

Career advancement

Job summary

Principal Financial Group in Kalamazoo, MI, is hiring a Financial Advisor with sponsored FINRA Series 7/66 licensing. No prior experience needed as you build a local client base with extensive training and mentorship.

You will leverage AI-powered prospecting tools and guidance from leaders to develop personalized financial strategies and grow within a Fortune 500 organization.

Qualifications

• Self-motivated with a strong desire to learn and grow.
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field, or equivalent experience.
• Strong communication and interpersonal skills.
• Experience in sales, customer service, or relationship-driven roles is preferred.

Responsibilities

• Participate in comprehensive training, mentorship, and development programs.
• Develop relationships with individuals, professionals, and business owners.
• Gather and analyze financial information to develop personalized strategies.
• Identify and connect with prospective clients using AI-powered technology and networking.
• Utilize digital tools to prepare for client meetings and provide guidance.
• Collaborate with experienced advisors to deliver solutions.
• Deliver ongoing service while expanding the client network.

Skills

Self-motivated

Strong communication

Interpersonal skills

Relationship-building

Education

Bachelor's degree or equivalent

Tools

AI prospecting tools

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

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

Responsibilities

• Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Gather and analyze financial information to assist in developing personalized financial strategies and recommendations
• Identify and connect with prospective clients using AI-powered technology, networking, and community engagement
• Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
• Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions
• Deliver ongoing service and support while building trust and expanding your professional network