Licensed Financial Advisor

Principal Financial Group; Grand Rapids (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

Principal Financial Group is seeking experienced Financial Advisors to grow their practice by delivering customized financial guidance to business owners, professionals, and employers in a collaborative, growth-focused environment.

With AI-powered prospecting, mentoring, and access to retirement, benefits, and wealth management solutions, you’ll build strong client relationships while expanding your market presence in a Fortune 500 company.

Qualifications

• Active FINRA Series 7 and Series 66 registrations required.
• 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.
• Demonstrated success building client relationships and growing a book of business.

Responsibilities

• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency.
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients.
• 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.
• 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.

Skills

Financial advisory

Business development

Networking

Consultative sales

Client relationship growth

Education

FINRA Series 7 & Series 66

Job description

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

Qualifications

• Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
• Active FINRA Series 7 and Series 66 registrations required
• 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
• Demonstrated success building client relationships and growing a book of business
• Ability to work independently while leveraging resources and support to accelerate growth3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession

Responsibilities

• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
• 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
• 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