Join Principal® as an experienced financial advisor in Grand Rapids, MI, US, and open the door to fresh career prospects. Collaborate with us to broaden your client base. 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 ready for you. 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, 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 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.