Licensed Financial Advisor

Principal; Grand Rapids (MI); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Business-owner opportunities

AI-powered tools

Mentorship and coaching

Marketing and BD resources

Flexible affiliation

Fortune 500 backing

Job summary

Principal Grand Rapids, Michigan, United States is seeking a Licensed Financial Advisor to grow a practice serving business owners and professionals. You will leverage Principal’s brand, technology, and resources to deliver tailored financial guidance with a focus on relationships and growth.

Join a Fortune 500 financial services organization offering mentorship, marketing support, and a flexible affiliation model to help you expand your practice.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• 3+ years of experience in financial services, wealth management, or related advisory profession.
• Excellent business development, networking, and consultative sales skills.
• Experience developing financial strategies and presenting recommendations to clients.
• Able to work independently while leveraging resources to accelerate growth.
• Eagerness to learn from experienced leaders and apply coaching and best practices.
• Desire to leverage Principal's brand, technology, and solutions to expand market presence.

Responsibilities

• Utilize advanced technology and data-driven insights to prepare client recommendations and streamline engagement.
• Identify new business opportunities through AI-driven prospecting, referrals, networking, and community engagement.
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations.
• Stay current on industry trends and retirement solutions to provide ongoing value.
• Deliver personalized financial strategies to help clients reach goals and make informed decisions.
• Collaborate with leadership and mentors to accelerate professional growth and practice development.
• Cultivate long-term client partnerships through proactive communication and ongoing guidance.

Skills

Series 7

Series 66

3+ yrs exp

Business development

Networking

Sales experience

Independent worker

Client relationships

Job description

Licensed Financial Advisor

Principal Grand Rapids, Michigan, United States

About this position

Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support their employees while planning for their own financial futures.

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most—helping clients achieve their goals.

What We Offer

• Access to business-owner and employer-focused opportunities
• Retirement, employee benefits, and wealth management solutions
• AI-powered prospecting and client engagement tools
• Mentorship, coaching, and support from experienced leaders
• Marketing and business development resources
• Flexible practice-building environment
• Competitive compensation and growth opportunities
• The strength and reputation of a Fortune 500 financial services organization

Compensation

$100,000+ at plan yearly

Responsibilities

• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
• Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
• Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
• Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service

Qualifications

• Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
• Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
• Strong business development, networking, and consultative sales skills
• Experience developing financial strategies and presenting recommendations to clients
• Active FINRA Series 7 and Series 66 registrations required
• Demonstrated success building client relationships and growing a book of business
• Ability to work independently while leveraging resources and support to accelerate growth
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.