Experienced Financial Advisor

Principal Financial Group; Lansing (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Business-owner opportunities

Retirement & wealth solutions

AI-powered prospecting tools

Mentorship & coaching

Marketing resources

Flexible practice-building environment

Competitive compensation & growth

Fortune 500 company

Job summary

Principal Financial Group is seeking experienced Financial Advisors to grow an independent practice backed by an established financial services organization. You will build relationships, deliver personalized financial strategies, and utilize Principal's technology-enabled platform, mentorship, and leadership to expand your client base.

With 3+ years in financial services, you will leverage company resources to serve business owners, professionals, and employees while maintaining compliance and

Qualifications

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

Responsibilities

• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations.
• Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development.
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships.
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long‑term objectives.
• Grow and manage a successful financial advisory practice focused on serving business owners, professionals, and small to mid‑sized businesses.
• Leverage AI‑powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions.
• Cultivate long‑term client partnerships through proactive communication, ongoing financial guidance, and exceptional service.

Skills

Self-motivation

Client relationships

Financial planning

Business development

Networking

Consultative sales

Book of business

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

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

Responsibilities

• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long‑term objectives
• Grow and manage a successful financial advisory practice focused on serving business owners, professionals, and small to mid‑sized businesses
• Leverage AI‑powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
• Cultivate long‑term client partnerships through proactive communication, ongoing financial guidance, and exceptional service