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Experienced Financial Advisor

Experienced Financial Advisor

PrincipalLansing, MI, US
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Unlock your full potential of your financial practice with us here at Principal®. Utilize our local specialists to leverage all the opportunity that lies within your client base. Enjoy the freedom to grow your practice with the input of seasoned local leaders, while maintaining your independence. We offer a competitive grid and transitional allowance for the right candidate.

Compensation :

100,000+ at plan yearly

Responsibilities :

  • Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans.
  • Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations.
  • Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies.
  • Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service.
  • Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.

Qualifications :

  • A passion for bettering clients’ financial lives
  • Minimum of five years of work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans
  • Life and health insurance licenses
  • A willingness to obtain FINRA securities registration (Series 6 or 7, and Series 63 as required by state)
  • A background check that includes satisfactory regulatory, criminal, and financial standing

    • 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 • Lansing, MI, US