Licensed Financial Advisor

Principal • Lansing, MI, 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

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

Qualifications

Experience developing financial strategies and presenting recommendations to clients
3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory role
Proven ability to build, retain, and grow a client base through relationship-focused business development
Must hold FINRA Series 7 and Series 66 registrations licenses
Ability to work independently while leveraging resources and support to accelerate growth

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.