Join Principal® as an experienced financial advisor in Grand Rapids, MI, and open the door to fresh career prospects. Collaborate with us to broaden your client base with a supported independent structure. Benefit from the freedom to expand your practice on your own terms. At Principal®, you will find a competitive compensation structure, dedicated administrative assistance, and a transitional allowance designed to help you grow your practice. Responsibilities: • Conduct in-depth financial evaluations with clients to evaluate their existing financial status and create customized financial strategies. • Stay informed about financial market trends to offer clients current investment advice and suggestions. • Perform transactions on behalf of clients and ensure adherence to all regulatory standards and company rules. • Foster and sustain strong client connections through regular interactions and exceptional customer support. • Enhance expertise in financial products and services continuously to serve clients better and remain competitive. 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, and 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 the 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.