Seeking an Experienced Financial Advisor in Ann Arbor, MI, US. Unlock the full potential of your financial practice with us at Principal®. Enjoy the freedom to grow your practice on your terms. Competitive grid and transitional allowance provided. Responsibilities: • Meet with clients in Ann Arbor, MI to conduct thorough financial reviews and create personalized financial plans tailored to their needs • Stay updated on financial market trends and offer clients current investment advice and recommendations • Execute trades for clients while ensuring compliance with all regulatory requirements and company policies • Build and maintain strong relationships with clients through regular communication and exceptional customer service • Continuously enhance knowledge of financial products and services to provide top-notch service and remain 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
• Meet with clients in Ann Arbor, MI to conduct thorough financial reviews and create personalized financial plans tailored to their needs • Stay updated on financial market trends and offer clients current investment advice and recommendations • Execute trades for clients while ensuring compliance with all regulatory requirements and company policies • Build and maintain strong relationships with clients through regular communication and exceptional customer service • Continuously enhance knowledge of financial products and services to provide top-notch service and remain competitive in the industry