Experienced Financial Advisor

Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals. We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies.

Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.

• 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

• Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking and community engagement
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance and long-term objectives
• Build a client-focused financial advisory practice serving business owners, professionals and organizations within the small and mid-sized business market
• Cultivate long-term client partnerships through proactive communication, ongoing financial guidance and exceptional service
• Utilize advanced technology, planning resources and data-driven insights to streamline preparation, enhance client engagement and improve practice efficiency

• Strong networking, consultative sales and client relationship management skills
• Commitment to continuous learning and professional development through coaching, mentorship and collaboration
• Experience developing financial strategies and presenting recommendations to clients
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking or a related advisory profession

$100,000+ at plan yearly

$100,000 per year