Associate Financial Advisor
Principal•Kalamazoo, MI, US
Posted ago
Description
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!
Responsibilities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
  • We will sponsor candidates for FINRA Series 7/66 required registrations
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Compensation
$76,000 at plan earnings
About Principal

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.

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