Financial Advisor Trainee: Training, Mentorship & Licensing

Principal; Kalamazoo (MI); On-site; USD 68,000 - 84,000; Full time

Benefits offered by this job

Sponsorship for FINRA licensing

Comprehensive training

Mentorship

AI-powered prospecting tools

Build your own client base

Competitive compensation

Career advancement

Job summary

Principal is launching a development program in Kalamazoo, MI to become a Financial Advisor. No prior advisory experience is required.

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build your knowledge and confidence for success. You will work with business owners, professionals, and families to plan their financial futures, leveraging AI-driven prospecting tools and leadership guidance to grow your own book of

Qualifications

• Interest in financial planning and wealth management.
• Previous sales or customer service experience.
• Ability to build trust and professional relationships.
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or equivalent experience.

Responsibilities

• Develop relationships with individuals and business owners to understand financial priorities.
• Collaborate with senior advisors to deliver client-focused guidance.
• Use technology and insights to prepare for meetings and client conversations.
• Participate in training and mentorship programs for career development.
• Deliver ongoing service while expanding your professional network.

Skills

Sales experience

Customer service

Relationship building

Education

Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field

Job description

Principal is launching a development program in Kalamazoo, MI to become a Financial Advisor. No prior advisory experience is required.

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build your knowledge and confidence for success. You will work with business owners, professionals, and families to plan their financial futures, leveraging AI-driven prospecting tools and leadership guidance to grow your own book of