Experienced Financial Advisor

Principal; Kalamazoo (MI); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Owner-focused opportunities

Wealth management solutions

AI prospecting tools

Mentorship & leadership

Marketing resources

Flexible environment

Competitive compensation

Job summary

Principal is seeking experienced Financial Advisors to grow a client-focused practice serving small and mid-sized businesses. You will leverage AI-powered prospecting and leadership support to design personalized strategies and expand client relationships.

Join an established financial services organization offering mentorship, marketing resources, and a flexible environment with competitive compensation and growth opportunities.

Qualifications

• Strong networking, consultative sales and client relationship management skills.
• Commitment to continuous learning and professional development through coaching and mentorship.
• Experience developing financial strategies and presenting recommendations to clients.
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources.
• 3+ years of experience in financial services, wealth management, or related advisory fields.

Responsibilities

• Identify new business opportunities by leveraging AI-driven prospecting, referrals, networking and community engagement.
• Design and deliver personalized financial strategies that align with clients' goals and risk tolerance.
• Build a client-focused advisory practice serving business owners, professionals and organizations in SMB markets.
• Cultivate long-term client partnerships through proactive communication and ongoing guidance.
• Utilize technology and data-driven insights to streamline preparation, engage clients and improve efficiency.

Skills

Relationship management

Sales & business development

Financial planning experience

Self-motivation

3+ years financial services

Job description

Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals. We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.

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

Responsibilities

• Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking and community engagement
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance and long-term objectives
• Build a client-focused financial advisory practice serving business owners, professionals and organizations within the small and mid-sized business market
• Cultivate long-term client partnerships through proactive communication, ongoing financial guidance and exceptional service
• Utilize advanced technology, planning resources and data-driven insights to streamline preparation, enhance client engagement and improve practice efficiency

Qualifications

• Strong networking, consultative sales and client relationship management skills
• Commitment to continuous learning and professional development through coaching, mentorship and collaboration
• Experience developing financial strategies and presenting recommendations to clients
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking or a related advisory profession

Compensation

$100,000+ at plan yearly

$100,000 per year