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Experienced Financial Advisor
Experienced Financial AdvisorPrincipal • Kalamazoo, MI, US
Experienced Financial Advisor

Experienced Financial Advisor

Principal • Kalamazoo, MI, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Join us at Principal® to unlock the full potential of your financial practice. As an Experienced Financial Advisor, you'll have the autonomy to expand your practice on your terms, backed by a nationwide network of specialists ready to support you. Your success is our priority. We provide numerous affiliation options and benefits, ensuring you have the resources to thrive while enjoying a payout structure similar to an independent model. You'll also benefit from competitive compensation and a transitional allowance, empowering you to grow and succeed.

Our commitment to you goes beyond standard benefits. We offer an environment where your unique approach is valued, and your growth is supported by seasoned leaders. Whether you're focusing on small and mid-sized businesses, retirement planning, or asset management, you'll have the tools and freedom to excel. Let's embark on this journey together, combining our strengths to make a significant impact in the insurance industry. Come grow with us, and let's achieve great things together.

Compensation :

$100,000+ at plan yearly

Responsibilities :

  • Guide clients in developing personalized financial plans that align with their goals and aspirations.
  • Analyze market trends and economic data to provide informed investment recommendations.
  • Collaborate with our network of specialists to offer comprehensive solutions tailored to client needs.
  • Conduct regular reviews of client portfolios to ensure alignment with their evolving financial objectives.
  • Educate clients on financial products and strategies, empowering them to make informed decisions.
  • Foster long-term relationships with clients through consistent communication and exceptional service.
  • Identify new business opportunities and expand your client base through proactive outreach and networking efforts.

Qualifications :

  • Experience in financial planning and advising, with a focus on personalized client solutions.
  • Ability to analyze complex market trends and economic data to provide strategic investment advice.
  • Proven track record of building and maintaining long-term client relationships through exceptional service.
  • Strong communication skills to educate clients on financial products and strategies effectively.
  • Ability to collaborate with a network of specialists to deliver comprehensive financial solutions.
  • Experience in conducting regular portfolio reviews to ensure alignment with client goals.
  • Proven ability to identify and pursue new business opportunities through proactive networking and outreach.
  • 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.

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