Unlock new career opportunities by joining Principal® as an experienced financial advisor in Lansing, MI, US. Partner with us to unleash the full potential of your practice and grow your business without limitations. Benefit from our competitive grid, administrative support, and transitional allowance to support your journey to success. 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, 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 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.