What are the responsibilities and job description for the Financial Services Professional position at Principal Financial Network of North Florida?
Company Description The Principal® Financial Network of North Florida is part of a nationwide group of affiliated financial professionals connected to Principal Financial Group®. The network focuses on helping individuals, businesses, and their employees build, protect, and advance their financial well-being through insurance, retirement, and investment solutions. Insurance products are issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and other companies in the Preferred Product Network, Inc. Securities and advisory products are offered through Principal Securities, Inc., Member SIPC, with all referenced companies being members of Principal Financial Group®, headquartered in Des Moines, IA. The organization operates within strict licensing guidelines, ensuring services and products are only offered where professionals are properly registered.
Role Description This is a full-time, on-site Financial Services Professional role based in Jacksonville, FL. The Financial Services Professional will meet with individuals and business clients to assess their financial goals, analyze their current financial situation, and develop tailored strategies for insurance, investment, and retirement planning. Daily responsibilities include building and maintaining client relationships, presenting financial solutions, monitoring client portfolios, and conducting regular reviews to adjust strategies as needs change. The role involves staying current on financial products, regulations, and market trends, collaborating with internal teams and resources, and maintaining accurate documentation in compliance with industry and company standards. The professional will also engage in local networking and business development activities to grow their client base.
Qualifications
Role Description This is a full-time, on-site Financial Services Professional role based in Jacksonville, FL. The Financial Services Professional will meet with individuals and business clients to assess their financial goals, analyze their current financial situation, and develop tailored strategies for insurance, investment, and retirement planning. Daily responsibilities include building and maintaining client relationships, presenting financial solutions, monitoring client portfolios, and conducting regular reviews to adjust strategies as needs change. The role involves staying current on financial products, regulations, and market trends, collaborating with internal teams and resources, and maintaining accurate documentation in compliance with industry and company standards. The professional will also engage in local networking and business development activities to grow their client base.
Qualifications
- Candidates should possess skills in Financial Planning and Retirement Planning to help clients design comprehensive strategies for long-term financial security.
- Candidates should possess skills in Finance and Financial Services to analyze financial products, interpret market information, and recommend appropriate solutions.
- Candidates should possess strong Communication skills to explain complex financial concepts clearly, build trust, and maintain ongoing client relationships.
- Relevant certifications such as FINRA securities licenses (e.g., Series 6, 7, or 65/66) and state insurance licenses, or the ability to obtain them within a defined timeframe.
- Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience in financial services.
- Demonstrated client-focused mindset, ethical judgment, and ability to work both independently and as part of a collaborative team.
- Strong analytical, organizational, and time management skills, with proficiency in basic office and financial planning software.