Experienced Financial Advisor

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

Benefits offered by this job

Access to business-owner opportunities

AI-powered prospecting tools

Mentorship and coaching

Marketing and business development

Job summary

Principal Financial Group is seeking experienced Financial Advisors to grow their advisory practice with robust support, technology-enabled platform, and leadership mentorship.

You will build relationships, deliver personalized strategies for business owners and professionals, and leverage retirement and wealth management solutions to expand market presence.

This role offers compensation in the six-figure range and opportunities for growth within a Fortune 500 financial services leader.

Qualifications

• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession
• Experience developing financial strategies and presenting recommendations to clients
• Desire to leverage Principal’s brand, technology, and comprehensive solutions to expand market presence and deliver greater value

Responsibilities

• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
• Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development

Skills

Networking

Consultative sales

Client relationship management

Tools

FINRA Series 7

FINRA Series 66

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
• The strength and reputation of a Fortune 500 financial services organization

Compensation:

$100,000+ at plan yearly

Qualifications

• 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
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession
• Experience developing financial strategies and presenting recommendations to clients
• Desire to leverage Principal\’s brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
• Must hold FINRA Series 7 and Series 66 registrations licenses
• Proven ability to build, retain, and grow a client base through relationship-focused business development

Responsibilities

• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
• Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development