Experienced Financial Advisor

Principal • Kalamazoo, MI, US

Posted 2 years ago

Description

Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals.

We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.

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

Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement
Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long-term objectives
Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service
Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency

Qualifications

Strong networking, consultative sales, and client relationship management skills
Commitment to continuous learning and professional development through coaching, mentorship, and collaboration
Experience developing financial strategies and presenting recommendations to clients
Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession

Compensation

$100,000+ at plan yearly

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.