Financial Services Professional

Principal Financial Network of North Florida; Jacksonville (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

The Principal Financial Network of North Florida in Jacksonville, FL is seeking a Financial Services Professional to build client relationships and provide tailored financial guidance. You will meet with individuals and businesses to assess goals, develop retirement, risk management, and wealth strategies, prepare plans, present proposals, and stay compliant with regulations.

This full-time, on-site role emphasizes community networking and collaboration with home-office resources to deliver

Qualifications

• Bachelor’s degree in finance, business, economics, or related field preferred.
• Licensing for securities and insurance products as required by state/federal regulations (or willingness to obtain).
• Demonstrated integrity, client-focused mindset, and ability to work independently and in a team.

Responsibilities

• Meet with individual and business clients to assess financial goals and current situation.
• Analyze and propose tailored retirement, risk management, and wealth accumulation strategies.
• Prepare financial plans and proposals, review insurance and investment options, and follow up to adjust plans.
• Build and maintain a client base through networking and community engagement.
• Collaborate with team members and home-office resources to deliver high-quality client service.

Skills

Financial planning

Retirement planning

Communication skills

Client relationship management

Education

Bachelor’s degree in finance/business/economics

Job description

Company Description

The Principal® Financial Network of North Florida is part of a nationwide organization of financial professionals affiliated with Principal Financial Group®, a leading provider of financial products and services. The network helps individuals, businesses, and their employees build, protect, and advance their financial well-being through insurance, securities, and advisory solutions. Backed by the resources and expertise of Principal Financial Group® in Des Moines, IA, the team offers access to a wide range of insurance products and investment services through affiliated companies. Professionals operate within a regulated environment, maintaining appropriate licensing in each state where they offer securities and insurance products, which supports ethical practices and client trust.

Role Description

The Financial Services Professional is a full-time, on-site role based in Jacksonville, FL. This role focuses on meeting with individual and business clients to assess their financial goals, analyze their current financial situation, and recommend tailored strategies in areas such as retirement planning, risk management, and wealth accumulation. Daily responsibilities include conducting client consultations, preparing financial plans and proposals, reviewing insurance and investment options, and following up regularly to adjust strategies as clients’ needs evolve. The role also involves networking within the community, building and maintaining a client base, staying current with financial products and regulatory requirements, and collaborating with team members and home-office resources to deliver high-quality client service.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to develop comprehensive strategies for individuals and businesses.
• Candidates should possess skills in Finance and Financial Services to evaluate products, interpret financial data, and support informed client decisions.
• Candidates should possess strong Communication skills to explain complex concepts clearly, build trust, and maintain long-term client relationships.
• Relevant licensing (or willingness to obtain) for securities and insurance products as required by state and federal regulations.
• Bachelor’s degree in finance, business, economics, or a related field is preferred, or equivalent professional experience.
• Demonstrated integrity, client-focused mindset, and ability to work both independently and within a team environment.
• Comfort with prospecting, networking, and business development activities to grow a sustainable practice.