Financial Advisor Trainee: Training & License Sponsorship

Principal Financial Group; Lansing (MI); On-site; USD 76,000 - 110,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7 & 66

Comprehensive training and onboarding

Mentorship from experienced advisors

AI-powered prospecting tools

Opportunity to build own client base

Competitive incentives

Career advancement within Fortune 500

Job summary

Principal Financial Group is seeking a motivated Financial Advisor in Michigan to embark on a growth-focused career with industry-leading training and licensing sponsorship for FINRA Series 7 and Series 66. This program offers mentorship, AI-powered prospecting tools, and a clear path to build a personal client base within the small and mid-sized business market.

You will learn to serve businesses and professionals in your community, leveraging technology and experienced leadership to develop

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field, or equivalent experience.
• Interest in financial planning, wealth management, and helping clients achieve goals.
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided).
• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated with a strong desire to learn and grow.

Responsibilities

• Leverage technology and data-driven insights to prepare for meetings and understand client needs.
• Deliver ongoing service and support while expanding your professional network.
• Participate in training, mentorship, and development programs for a successful advisory career.
• Analyze client financial information to develop customized strategies.
• Partner with experienced advisors to strengthen expertise and client experiences.
• Develop relationships with individuals, professionals, and business owners.
• Utilize AI-powered prospecting tools to identify potential clients in the SMB market.

Skills

Communication skills

Interpersonal skills

Relationship-building

Self-motivated

Sales experience

Customer service experience

Education

Bachelor's degree in Business/Finance/ Economics/Marketing/Communications

Job description

Principal Financial Group is seeking a motivated Financial Advisor in Michigan to embark on a growth-focused career with industry-leading training and licensing sponsorship for FINRA Series 7 and Series 66. This program offers mentorship, AI-powered prospecting tools, and a clear path to build a personal client base within the small and mid-sized business market.

You will learn to serve businesses and professionals in your community, leveraging technology and experienced leadership to develop