Experienced Financial Advisor

Job Description

Job Description

Unlock your full potential of your financial practice with us here at Principal®. Utilize our local specialists to leverage all the opportunity that lies within your client base. Enjoy the freedom to grow your practice with the input of seasoned local leaders, while maintaining your independence. We offer a competitive grid and transitional allowance for the right candidate.

Compensation :

$100,000+ at plan yearly

Responsibilities :

• Meet with clients in Kalamazoo, MI, to conduct thorough financial reviews and create personalized financial plans tailored to their needs
• Stay updated on financial market trends and offer clients current investment advice and recommendations
• Execute trades for clients while ensuring compliance with all regulatory requirements and company policies
• Build and maintain strong relationships with clients through regular communication and exceptional customer service
• Continuously enhance knowledge of financial products and services to provide top-notch service and remain competitive in the industry

Qualifications :

About Company

You’ll be part of the nationwide affiliated group of financial professionals who work with Principal® and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management.

Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliated channel support comes with a payout that resembles an independent model.

While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.