Junior Financial Advisor: Training, Licensing & Growth

Principal Financial Group; Grand Rapids (MI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7 and 66

Comprehensive training and onboarding

Mentorship from experienced financials

AI-powered prospecting tools

Opportunity to build and grow your own

Competitive compensation and success

Career advancement within a Fortune 50

Job summary

Principal Financial Group is launching a structured development program in Grand Rapids to prepare you as a Financial Advisor. No prior advisory experience is required, with comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build your own client base.

You will work with business owners, professionals, and families to plan their financial futures, aided by AI-driven prospecting resources and experienced leadership within a

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field, or equivalent professional experience.
• FINRA Series 7 and Series 66 sponsorship provided to obtain licenses.

Responsibilities

• Complete a structured training program focused on financial planning, business development, and client relationship management
• Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
• Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market
• Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
• Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
• Gather and analyze financial information to assist in developing personalized financial strategies and recommendations
• Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions

Skills

Proactive learner

Strong communication

Relationship-building

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group is launching a structured development program in Grand Rapids to prepare you as a Financial Advisor. No prior advisory experience is required, with comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build your own client base.

You will work with business owners, professionals, and families to plan their financial futures, aided by AI-driven prospecting resources and experienced leadership within a