Associate Financial Advisor

PrincipalGrand Rapids, MI, US

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Job Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation :

76,000 at plan earnings

Responsibilities :

Be a coachable, organized team member interested in pursuing training development and educational opportunities
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications :

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Requires a Bachelor’s degree in business administration, finance, or other related field

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Valid FINRA Series 7 & 63 / 66 preferred but not required

Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

We will sponsor candidates for FINRA Series 7 / 66 required registrations

About Company

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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Financial Advisor • Grand Rapids, MI, US