Financial Advisor

Principal Financial Group; Fresno (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Principal Financial Group in Fresno, CA is seeking a full-time Financial Advisor who will work on-site with clients to assess goals and develop personalized financial plans across investments, insurance, and retirement strategies.

You will meet with clients, analyze financial data, prepare recommendations, review portfolios, educate clients on financial concepts, maintain detailed records, and collaborate with internal teams to deliver integrated solutions while upholding regulatory standards.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to help clients develop and manage comprehensive financial strategies.
• Knowledge of Finance and Investments to evaluate options, assess risk, and construct suitable portfolios.
• Expertise in Retirement Planning to guide clients on long-term savings, income planning, and retirement readiness.
• Excellent communication, interpersonal, and relationship-building abilities to work with a diverse client base.
• Analytical and problem-solving skills, with attention to detail and sound judgment.
• On-site work in Fresno, CA and regulatory/compliance adherence.

Responsibilities

• Meet with clients to assess financial goals and develop personalized financial plans.
• Analyze financial data and prepare recommendations for investments, insurance, and retirement strategies.
• Review portfolios to ensure alignment with changing needs and market conditions.
• Educate clients on financial concepts and maintain detailed records.
• Collaborate with internal teams to deliver integrated financial solutions.
• Build long-term client relationships while upholding regulatory and ethical standards.

Skills

Financial Planning

Financial Advisory

Finance and Investments

Retirement Planning

Communication

Analytical thinking

Education

Bachelor’s degree in finance, business, economics, or related field; CFP/ChFC preferred

Job description

Company Description

Principal Financial Group® is a global financial services company focused on improving the wealth and well-being of people and businesses. The organization supports more than 75 million customers in planning, protecting, investing, and retiring. Principal is committed to strengthening the communities where it does business, promoting environmental sustainability, and fostering a diverse, inclusive workforce. The company offers a broad range of financial products and services, with detailed disclosures available on its website, along with social media disclosures for transparent communication.

Role Description

This full-time, on-site Financial Advisor role is based in Fresno, CA. The Financial Advisor will work directly with clients to assess their financial goals, develop personalized financial plans, and provide guidance on investments, insurance, and retirement strategies. Daily responsibilities include meeting with clients, analyzing financial data, preparing recommendations, and reviewing portfolios to ensure they align with changing needs and market conditions. The role also involves educating clients on financial concepts, maintaining detailed records, and collaborating with internal teams to deliver integrated solutions. Advisors are expected to build long-term client relationships, adhere to regulatory and ethical standards, and contribute to the company’s customer-focused culture.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to help clients develop and manage comprehensive financial strategies.


• Knowledge of Finance and Investments to evaluate options, assess risk, and construct suitable portfolios.


• Expertise in Retirement Planning to guide clients on long-term savings, income planning, and retirement readiness.


• Excellent communication, interpersonal, and relationship-building abilities to work with a diverse client base.


• Analytical and problem-solving skills, with attention to detail and sound judgment.


• Bachelor’s degree in finance, business, economics, or a related field; relevant certifications (such as CFP®, ChFC®, or similar) are preferred.


• Ability to work on-site in Fresno, CA, manage multiple client engagements, and uphold regulatory and compliance standards.