Licensed Financial Advisor

Principal; Indianapolis (IN); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Access to business-owner opportunities

AI-powered prospecting tools

Mentorship and coaching

Marketing and business development

Flexible practice-building environment

Competitive compensation

Fortune 500 backing

Job summary

Principal is seeking experienced Financial Advisors to grow their practice within a leading financial services organization. You will deliver customized financial guidance, build client relationships, and expand your business with mentorship, resources, and AI-powered technology.

Join a Fortune 500 company offering retirement and wealth management solutions, business development tools, and a collaborative leadership team. Compensation starts at $100,000+ per year, with growth opportunities.

Qualifications

• 3+ years of experience in financial services or related advisory roles.
• FINRA Series 7 and Series 66 registrations required.
• Ability to build and grow a client base through relationships.

Responsibilities

• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development.
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients.
• Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service.
• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency.
• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions.

Skills

Financial planning

Client relationships

Business development

Education

FINRA Series 7 license

FINRA Series 66 license

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

Responsibilities

• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development
• Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
• Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service
• Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions

Qualifications

• Experience developing financial strategies and presenting recommendations to clients
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory role
• Proven ability to build, retain, and grow a client base through relationship-focused business development
• Must hold FINRA Series 7 and Series 66 registrations licenses
• Ability to work independently while leveraging resources and support to accelerate growth

Compensation

Compensation: $100,000+ at plan yearly

$100,000 per year