We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation :
$76,000 at plan earnings
Responsibilities :
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications :
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- We will sponsor candidates for FINRA Series 7 / 66 required registrations
About Company
You’ll be part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group® and have the autonomy to expand your practice on your terms.
Principal is a leader in solutions for small and midsized 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.
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