About this opportunity
Principal Co lists this Experienced Financial Advisor opportunity in lansing, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support their employees while planning for their own financial futures. We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most—helping clients achieve their goals. What We Offer - Access to business-owner and employer-focused opportunities - Retirement, employee benefits, and wealth management solutions - AI-powered prospecting and client engagement tools - Mentorship, coaching, and support from experienced leaders - Marketing and business development resources - Flexible practice-building environment - Competitive compensation and growth opportunities - The strength and reputation of a Fortune 500 financial services organization Responsibilities: • Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations • Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service • Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long-term objectives • Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development • Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement • Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships • Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market Qualifications: • Demonstrated success building client relationships and growing a book of business • Active FINRA Series 7 and Series 66 registrations required • Experience creating financial strategies and presenting tailored recommendations to clients • 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory role • Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients • Strong networking, consultative sales, and client relationship management skills • Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support • Commitment to continuous learning and professional development through coaching, mentorship, and collaboration Compensation: $100,000+ at plan yearly
n•
nCompensation:
$100,000 per year
Worksite address
lansing, MI, 48900, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.