Financial Advisor — AI-Powered Growth & Flexibility

Principal; Grand Rapids (MI); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Business-owner opportunities

AI-powered tools

Mentorship and coaching

Marketing and BD resources

Flexible affiliation

Fortune 500 backing

Job summary

Principal Grand Rapids, Michigan, United States is seeking a Licensed Financial Advisor to grow a practice serving business owners and professionals. You will leverage Principal’s brand, technology, and resources to deliver tailored financial guidance with a focus on relationships and growth.

Join a Fortune 500 financial services organization offering mentorship, marketing support, and a flexible affiliation model to help you expand your practice.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• 3+ years of experience in financial services, wealth management, or related advisory profession.
• Excellent business development, networking, and consultative sales skills.
• Experience developing financial strategies and presenting recommendations to clients.
• Able to work independently while leveraging resources to accelerate growth.
• Eagerness to learn from experienced leaders and apply coaching and best practices.
• Desire to leverage Principal's brand, technology, and solutions to expand market presence.

Responsibilities

• Utilize advanced technology and data-driven insights to prepare client recommendations and streamline engagement.
• Identify new business opportunities through AI-driven prospecting, referrals, networking, and community engagement.
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations.
• Stay current on industry trends and retirement solutions to provide ongoing value.
• Deliver personalized financial strategies to help clients reach goals and make informed decisions.
• Collaborate with leadership and mentors to accelerate professional growth and practice development.
• Cultivate long-term client partnerships through proactive communication and ongoing guidance.

Skills

Series 7

Series 66

3+ yrs exp

Business development

Networking

Sales experience

Independent worker

Client relationships

Job description

Principal Grand Rapids, Michigan, United States is seeking a Licensed Financial Advisor to grow a practice serving business owners and professionals. You will leverage Principal’s brand, technology, and resources to deliver tailored financial guidance with a focus on relationships and growth.

Join a Fortune 500 financial services organization offering mentorship, marketing support, and a flexible affiliation model to help you expand your practice.