Licensed Financial Advisor

Principal • Indianapolis, IN, 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

Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development
Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service

Qualifications

Motivation to leverage the strength, reputation, and resources of Principal to expand a client base and deepen impact within the business community
Ability to work independently while leveraging resources and support to accelerate growth
Must hold FINRA Series 7 and Series 66 registrations licenses
Experience developing financial strategies and presenting recommendations to clients
Strong networking, consultative sales, and client relationship management skills

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.