Experienced Financial Advisor

Principal

Experienced Financial Advisor

Ann Arbor, MI +3 locations
Full Time
Paid
  • Responsibilities

    A career with more potential You’re a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal®, you’ll have the freedom to grow your practice in a way that works for you. We offer a competitive grid and transitional allowance available. Responsibilities: • Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans. • Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations. • Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies. • Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service. • Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry. Qualifications: • 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, 401k 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 Compensation: $100,000+ at plan yearly

    • Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans. • Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations. • Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies. • Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service. • Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.

  • Compensation
    $100,000 per year
  • Locations
    Indianapolis, IN • Ann Arbor, MI • Grand Rapids, MI • Lansing, MI