EntryLevel Financial Advisor Training Provided

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

Benefits offered by this job

Sponsorship for FINRA licensing

Comprehensive training

Mentorship

AI-powered prospecting tools

Build your own client base

Competitive compensation

Career advancement

Job summary

Principal is launching a development program in Kalamazoo, MI to become 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 your knowledge and confidence for success. You will work with business owners, professionals, and families to plan their financial futures, leveraging AI-driven prospecting tools and leadership guidance to grow your own book of

Qualifications

• Interest in financial planning and wealth management.
• Previous sales or customer service experience.
• Ability to build trust and professional relationships.
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or equivalent experience.

Responsibilities

• Develop relationships with individuals and business owners to understand financial priorities.
• Collaborate with senior advisors to deliver client-focused guidance.
• Use technology and insights to prepare for meetings and client conversations.
• Participate in training and mentorship programs for career development.
• Deliver ongoing service while expanding your professional network.

Skills

Sales experience

Customer service

Relationship building

Education

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

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

Responsibilities

• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Collaborate with experienced advisors and leadership to deliver client‑focused guidance and solutions
• Leverage technology and data‑driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
• Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
• Deliver ongoing service and support while building trust and expanding your professional network

Qualifications

• Interest in financial planning, wealth management, and helping clients achieve financial goals
• Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship‑focused roles preferred
• Demonstrated ability to build trust and develop professional relationships
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
• Strong initiative with a desire to learn, grow, and develop professionally

Compensation

Compensation: $76,000 at plan earnings

Compensation: $76,000 per year