Experienced Financial Advisor

Principal • Indianapolis, IN, US

Posted 2 years ago

Description

Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support their employees while planning for their own financial futures.

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most—helping clients achieve their goals.

What We Offer
- Access to business-owner and employer-focused opportunities
- Retirement, employee benefits, and wealth management solutions
- AI-powered prospecting and client engagement tools
- Mentorship, coaching, and support from experienced leaders
- Marketing and business development resources
- Flexible practice-building environment
- Competitive compensation and growth opportunities
- The strength and reputation of a Fortune 500 financial services organization

Responsibilities

Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service
Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long-term objectives
Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development

Qualifications

Commitment to continuous learning and professional development through coaching, mentorship, and collaboration
Strong business development, networking, and consultative sales skills
Active FINRA Series 7 and Series 66 registrations required
Experience creating financial strategies and presenting tailored recommendations to clients
Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
Proven ability to build, retain, and grow a client base through relationship-focused business development
3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession

Compensation

$100,000/year

About Principal

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.