Experienced Financial Advisor

Principal Financial Group; Indianapolis (IN); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Owner opportunities

Mentorship & coaching

Marketing & development resources

Flexible practice-building environment

Competitive compensation

Job summary

Principal Financial Group in Indianapolis seeks experienced Financial Advisors to grow their practice, deepen client relationships, and deliver tailored financial guidance.

With AI-powered prospecting, comprehensive support, and a collaborative leadership team, you will expand your business while helping clients achieve retirement, wealth, and employee benefits goals.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• Experience creating financial strategies and presenting tailored recommendations to clients.
• Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence.
• Demonstrated success building client relationships and growing a book of business.
• 3+ years of experience in financial services or related advisory role.

Responsibilities

• Maintain expertise in financial planning, retirement solutions, and wealth management to provide clients with informed recommendations.
• Cultivate long-term client partnerships through proactive communication and ongoing financial guidance.
• Design and deliver personalized financial strategies aligned with client goals and risk tolerance.
• Collaborate with leadership and mentors to accelerate professional growth and practice development.
• Identify new business opportunities using AI-driven prospecting, referrals, and networking.
• Utilize planning resources and data insights to enhance client meetings and strengthen relationships.
• Build a client-focused advisory practice serving business owners, professionals, and organizations.

Skills

Networking

Consultative sales

Client relationships

Self-motivated

Coaching

Continuous learning

Education

FINRA Series 7 & 66 licenses

Tools

AI-powered tools

AI prospecting

Job description

Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support their employees while planning for their own financial futures.

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most—helping clients achieve their goals.

What We Offer

• Access to business-owner and employer-focused opportunities
• Retirement, employee benefits, and wealth management solutions
• AI-powered prospecting and client engagement tools
• Mentorship, coaching, and support from experienced leaders
• Marketing and business development resources
• Flexible practice-building environment
• Competitive compensation and growth opportunities
• The strength and reputation of a Fortune 500 financial services organization

Compensation: $100,000+ at plan yearly

Qualifications

• Active FINRA Series 7 and Series 66 registrations required
• Experience creating financial strategies and presenting tailored recommendations to clients
• Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
• Demonstrated success building client relationships and growing a book of business
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory role
• Strong networking, consultative sales, and client relationship management skills
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
• Commitment to continuous learning and professional development through coaching, mentorship, and collaboration

Responsibilities

• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Cultivate long‑term client partnerships through proactive communication, ongoing financial guidance, and exceptional service
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long‑term objectives
• Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
• Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid‑sized business market