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Senior Financial Advisor: AI-Driven Wealth SMBs

Listing for: Principal
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 90000 - 110000 USD Yearly USD 90000.00 110000.00 YEAR

Job Description & How to Apply Below

Position: Senior Financial Advisor: AI-Driven Wealth for SMBs

Principal is seeking experienced Financial Advisors to grow a client-focused practice serving small and mid-sized businesses. You will leverage AI-powered prospecting and leadership support to design personalized strategies and expand client relationships.

Join an established financial services organization offering mentorship, marketing resources, and a flexible environment with competitive compensation and growth opportunities.

We are currently recruiting a Senior Financial Advisor: AI-Driven Wealth for SMBs for our team in Kalamazoo, MI, United States.

Learn more about the Senior Financial Advisor: AI-Driven Wealth for SMBs role in the description above.

We appreciate your interest in this position.

Join Principal and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Financial Advisor: AI-Driven Wealth for SMBs role at Principal, based in Kalamazoo, MI, United States.

Position Requirements

10+ Years work experience
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