EntryLevel Financial Advisor
Job in
Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listed on 2026-08-07
Listing for:
Principal
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business.
With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.
- Sponsorship for FINRA Series 7 and Series 66 licensing
- Comprehensive training and onboarding program
- Mentorship from experienced financial professionals
- AI-powered prospecting and client engagement tools
- Opportunity to build and grow your own client base
- Competitive compensation and performance incentives
- Career advancement within a Fortune 500 financial services organization
- Complete a structured training program focused on financial planning, business development, and client relationship management
- Deliver ongoing service and support while building trust and expanding your professional network
- Analyze client financial information to help develop customized strategies aligned with their goals
- Build and grow a client base by developing relationships, networking, and connecting with prospective clients
- Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market
- Demonstrated ability to build trust and develop professional relationships
- Strong initiative with a desire to learn, grow, and develop professionally
- Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
- Excellent communication, interpersonal, and relationship-building skills
- Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
Compensation:
$76,000 per year
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