Financial Professional
Kenosha, Kenosha County, Wisconsin, 53142, USA
Listed on 2025-12-31
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Finance & Banking
Financial Consultant, CFO
Overview
You’re a successful financial professional. When you partner with Principal, you’ll have the freedom to grow your practice in a way that works for you, with support from your local office team, home office staff and leaders to help you succeed.
Responsibilities- Partner with Principal to grow your practice and achieve your goals
- Provide a holistic planning approach to clients
- Utilize a diverse range of proprietary and non-proprietary products
- Develop a personalized plan to expand and market your business
- Leverage leading-edge technology to support client needs
- 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
Take the next step
If you think partnering with Principal might be a good fit for you and your practice, let’s talk. Tell us a little bit about yourself, and we’ll be in touch. Or contact or .
Employment at the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions.
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Insurance products from the Principal Financial Group are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, Preferred Product Network, and Principal Securities are members of the Principal Financial Group, Des Moines, Iowa
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