On-Site Financial Advisor — Wealth & Retirement Planning

Principal Financial Group; Fresno (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Principal Financial Group in Fresno, CA is seeking a full-time Financial Advisor who will work on-site with clients to assess goals and develop personalized financial plans across investments, insurance, and retirement strategies.

You will meet with clients, analyze financial data, prepare recommendations, review portfolios, educate clients on financial concepts, maintain detailed records, and collaborate with internal teams to deliver integrated solutions while upholding regulatory standards.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to help clients develop and manage comprehensive financial strategies.
• Knowledge of Finance and Investments to evaluate options, assess risk, and construct suitable portfolios.
• Expertise in Retirement Planning to guide clients on long-term savings, income planning, and retirement readiness.
• Excellent communication, interpersonal, and relationship-building abilities to work with a diverse client base.
• Analytical and problem-solving skills, with attention to detail and sound judgment.
• On-site work in Fresno, CA and regulatory/compliance adherence.

Responsibilities

• Meet with clients to assess financial goals and develop personalized financial plans.
• Analyze financial data and prepare recommendations for investments, insurance, and retirement strategies.
• Review portfolios to ensure alignment with changing needs and market conditions.
• Educate clients on financial concepts and maintain detailed records.
• Collaborate with internal teams to deliver integrated financial solutions.
• Build long-term client relationships while upholding regulatory and ethical standards.

Skills

Financial Planning

Financial Advisory

Finance and Investments

Retirement Planning

Communication

Analytical thinking

Education

Bachelor’s degree in finance, business, economics, or related field; CFP/ChFC preferred

Job description

Principal Financial Group in Fresno, CA is seeking a full-time Financial Advisor who will work on-site with clients to assess goals and develop personalized financial plans across investments, insurance, and retirement strategies.

You will meet with clients, analyze financial data, prepare recommendations, review portfolios, educate clients on financial concepts, maintain detailed records, and collaborate with internal teams to deliver integrated solutions while upholding regulatory standards.