Financial Advisor

Principal Financial Group; Fresno (CA); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

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

You will meet with clients daily, analyze financial data, prepare recommendations, review portfolios, educate clients, and maintain detailed records while upholding regulatory and ethical standards.

Formación

• Develop personalized financial plans and guidance on investments, insurance, and retirement.
• Meet with clients daily to assess goals and analyze financial data.
• Educate clients on financial concepts and maintain detailed records.
• Build long-term client relationships while upholding regulatory standards.

Responsabilidades

• Meet with clients to assess goals and develop financial plans.
• Analyze financial data and review portfolios to align with changing needs.
• Educate clients and maintain detailed records.
• Collaborate with internal teams to deliver integrated solutions.

Conocimientos

Financial Planning

Financial Advisory

Retirement Planning

Communication & Relationship Building

Analytical Thinking

Regulatory & Compliance Knowledge

Educación

Bachelor’s degree in finance, business, economics, or related field

CFP® / ChFC® certification preferred

Descripción del empleo

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.