Experienced Financial Advisor

WizeHire, Inc; Lansing (MI); On-site; USD 90,000 - 130,000; 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 is seeking experienced Financial Advisors to grow their advisory practice with access to retirement, employee benefits, and wealth management solutions from a Fortune 500 firm's platform.

You will build relationships, develop clients, and deliver personalized financial strategies using technology-enabled tools, mentorship, and marketing resources to expand your impact and career.

Qualifications

• Experience building relationships with clients and closing financial service deals.
• Ability to develop comprehensive financial plans and strategies.
• Strong communication and interpersonal skills.
• Familiarity with retirement and wealth management products.

Responsibilities

• Grow your advisory practice with supported opportunities and resources.
• Deliver personalized financial strategies to clients and prospects.
• Leverage technology-enabled tools for prospecting and client engagement.

Skills

Relationship building

Business development

Financial planning

Client engagement

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