What are the responsibilities and job description for the Financial Advisor position at Principal Financial Network?
Job Summary
We’re looking for advisors and qualified advisor candidates who want to grow, and create long-term value in their practice, to include actually owning your book of business.
No recruiting pitch—just a professional conversation.
Experienced Financial Advisors Welcome
If you’re looking for a culture of interdependence and one that provides the support to build a successful practice, perhaps we should talk.
At Principal, advisors have the opportunity to:
- Own and control their book of business
- Build a practice that creates long-term value
- Enjoy the flexibility and freedom to serve clients in the way they believe is best
- Access comprehensive planning, investment, retirement, and risk-management solutions
- Receive transition support, a comprehensive benefits package and business development resources
- Leverage a nationally recognized brand while maintaining an entrepreneurial practice model
- Create a succession plan that can benefit both clients and future generations of advisors
Why Advisors Choose Principal
Many advisors reach a point where they want more than a compensation grid.
They want:
✔ Ownership mentality rather than employee mentality
✔ The ability to build equity in their practice
✔ Freedom to grow their business their way
✔ Competitive payouts and growth opportunities
✔ A succession and continuity strategy for their clients and their practice
At Principal, your business is your business. We provide you the platform, resources, leadership, and support to help you grow, while allowing you to maintain ownership of the client relationships you work hard to build.
Responsibilities
- Assess clients’ financial situations by analyzing income, expenses, investments and insurance, to develop tailored financial plans.
- Advise clients on investment management options, and asset allocation strategies that align with their risk tolerance and objectives.
- Conduct detailed financial analysis, to evaluate investment opportunities, cash management solutions, and tax implications.
- Cultivate strong client relationships.
- Identify client needs for financial services, present suitable solutions, and guide clients through the decision-making process.
Qualifications
- Proven experience in financial sales or advisory roles within the financial services industry is preferred.
- Proficiency in financial analysis software.
- Solid grasp of financial concepts such as cash, investment and asset management.
- Series 7/66, or 6/63, as well as State of Georgia Life and Health insurance licenses are required.
Pay: $75,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
Work Location: In person
Salary : $75,000 - $250,000