Senior Financial Advisor: AI-Driven Wealth for SMBs

Principal; Kalamazoo (MI); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Owner-focused opportunities

Wealth management solutions

AI prospecting tools

Mentorship & leadership

Marketing resources

Flexible environment

Competitive compensation

Job summary

Principal is seeking experienced Financial Advisors to grow a client-focused practice serving small and mid-sized businesses. You will leverage AI-powered prospecting and leadership support to design personalized strategies and expand client relationships.

Join an established financial services organization offering mentorship, marketing resources, and a flexible environment with competitive compensation and growth opportunities.

Qualifications

• Strong networking, consultative sales and client relationship management skills.
• Commitment to continuous learning and professional development through coaching and mentorship.
• Experience developing financial strategies and presenting recommendations to clients.
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources.
• 3+ years of experience in financial services, wealth management, or related advisory fields.

Responsibilities

• Identify new business opportunities by leveraging AI-driven prospecting, referrals, networking and community engagement.
• Design and deliver personalized financial strategies that align with clients' goals and risk tolerance.
• Build a client-focused advisory practice serving business owners, professionals and organizations in SMB markets.
• Cultivate long-term client partnerships through proactive communication and ongoing guidance.
• Utilize technology and data-driven insights to streamline preparation, engage clients and improve efficiency.

Skills

Relationship management

Sales & business development

Financial planning experience

Self-motivation

3+ years financial services

Job description

Principal is seeking experienced Financial Advisors to grow a client-focused practice serving small and mid-sized businesses. You will leverage AI-powered prospecting and leadership support to design personalized strategies and expand client relationships.

Join an established financial services organization offering mentorship, marketing resources, and a flexible environment with competitive compensation and growth opportunities.