Financial Advisor

Principal Financial Group; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing tailored financial strategies, retirement planning, and educating clients. Candidates should have a Bachelor's degree in Finance or Business, experience in financial advisory services, and strong communication skills. Relevant certifications like CFP or ChFC are a plus.

Qualifications

• Expertise in Financial Planning and Retirement Planning.
• Strong knowledge of Investments and Finance.
• Experience in Financial Advisory services with client trust.

Responsibilities

• Provide personalized financial planning and advisory services.
• Develop customized financial strategies for clients.
• Maintain strong client relationships and collaborate with the team.

Skills

Financial Planning

Retirement Planning

Investments

Communication Skills

Client Relationship Management

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Financial Tools and Software

Job description

Company Description

Principal Financial Group® is a global leader committed to enhancing the financial security, wealth, and well-being of over 62 million customers worldwide. Known for fostering an inclusive and diverse workforce, the company has been recognized as a Best Place to Work in Money Management by Pensions & Investments for 11 consecutive years, and as one of Forbes' Best Employers for Diversity in 2023. With a strong focus on ethical business practices and community impact, Principal also invests in philanthropic programs through the Principal® Foundation. Headquartered in Des Moines, Iowa, Principal offers a comprehensive suite of financial services ranging from insurance to investment advisory solutions.

Role Description

The Financial Advisor role is a full-time, on-site position based in the Los Angeles Metropolitan Area. In this role, you will provide personalized financial planning and advisory services to individuals and businesses, helping them achieve their financial goals. Key responsibilities include developing customized financial strategies, analyzing investments, offering retirement planning solutions, and educating clients on sound financial practices. You will also maintain strong client relationships and work collaboratively with other team members to deliver exceptional service and support.

Qualifications

• Expertise in Financial Planning and Retirement Planning to develop tailored strategies for clients.
• Strong knowledge of Investments and Finance to effectively evaluate and recommend financial products.
• Experience in Financial Advisory services with a proven ability to build and maintain client trust.
• Excellent interpersonal and communication skills to foster positive client relationships.
• Proficiency in financial tools and software is highly desirable.
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are a plus.
• Bachelor’s degree in Finance, Business, or a related field.