Entry level [h1.location_city]

Job Description

Job Description

Join Principal as an Associate Financial Advisor and become a pivotal part of our mission to empower clients to achieve their financial goals. You'll work within a nationwide network of financial professionals with the flexibility to grow your practice on your terms. At Principal, we provide you with extensive resources and support, offering competitive compensation that matches an independent model while fostering a culture of innovation and collaboration.

In this role, you'll build strong client relationships through strategic financial planning, risk management, and investment advice. We believe in developing talent, so you'll have ample opportunities for career growth and skills enhancement. You'll engage in estate planning, debt and investment management, and retirement planning, always prioritizing excellent client service. If you're ready to make a meaningful impact and advance your career with us, let's start the application process today. Together, we can help you achieve your professional goals while delivering exceptional service to clients.

Compensation :

$76,000 at plan earnings

Responsibilities :

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications :

About Company

You’ll be part of the nationwide affiliated group of financial professionals who work with Principal and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management.

Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliated channel support comes with a payout that resembles an independent model.

While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.