Growth-Focused Financial Advisor with AI-Powered Prospecting

Principal; Forks Township (Northampton County); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

AI-powered prospecting tools

Mentorship and coaching

Flexible practice-building environment

Competitive compensation

Job summary

Principal is seeking a Licensed Financial Advisor in Grand Rapids, Michigan to grow a client-focused advisory practice serving business owners, professionals, and organizations in the SMB market.

You'll leverage AI-powered prospecting tools, mentorship from a leadership team, and a comprehensive suite of retirement, employee benefits, and wealth management solutions to deliver personalized financial guidance and build lasting client relationships.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• 3+ years of experience in financial services or related advisory role.
• Strong business development and consultative sales skills.
• Ability to build and grow a book of business.

Responsibilities

• Utilize technology and data-driven insights to streamline prep and client engagement.
• Identify new business opportunities through AI-driven prospecting, referrals, networking.
• Build a client-focused advisory practice serving SMB owners, professionals, and orgs.
• Stay current on industry trends and retirement solutions.
• Deliver personalized financial strategies to help clients reach goals.
• Collaborate with leadership and mentors to accelerate growth.
• Cultivate long-term client partnerships through proactive communication and service.

Skills

Business development

Networking

Consultative sales

Client relationships

Independent work

Job description

Principal is seeking a Licensed Financial Advisor in Grand Rapids, Michigan to grow a client-focused advisory practice serving business owners, professionals, and organizations in the SMB market.

You'll leverage AI-powered prospecting tools, mentorship from a leadership team, and a comprehensive suite of retirement, employee benefits, and wealth management solutions to deliver personalized financial guidance and build lasting client relationships.