Licensed Financial Advisor

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 growth
• 3 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