Licensed Financial Advisor

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.

• 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

• 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

• 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

$100,000 per year