LA Financial Planner & Retirement Strategy Advisor

Principal Financial Group; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing tailored financial strategies, retirement planning, and educating clients. Candidates should have a Bachelor's degree in Finance or Business, experience in financial advisory services, and strong communication skills. Relevant certifications like CFP or ChFC are a plus.

Qualifications

• Expertise in Financial Planning and Retirement Planning.
• Strong knowledge of Investments and Finance.
• Experience in Financial Advisory services with client trust.

Responsibilities

• Provide personalized financial planning and advisory services.
• Develop customized financial strategies for clients.
• Maintain strong client relationships and collaborate with the team.

Skills

Financial Planning

Retirement Planning

Investments

Communication Skills

Client Relationship Management

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Financial Tools and Software

Job description

Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing tailored financial strategies, retirement planning, and educating clients. Candidates should have a Bachelor's degree in Finance or Business, experience in financial advisory services, and strong communication skills. Relevant certifications like CFP or ChFC are a plus.