Entry-Level Financial Advisor

Join a dynamic team at Principal where you'll be empowered to build your own financial advisory practice. As an entry-level financial advisor, you'll have the chance to learn the essentials of wealth management, helping clients meet their financial goals. You'll benefit from personalized support and resources designed to promote your professional growth and success. We believe in a supportive work culture that offers career development opportunities and competitive compensation beyond the standard offerings.

At Principal, we prioritize excellent communication, analytical skills, and informed decision-making to ensure successful financial planning. You'll be part of a nationwide network of financial professionals, enjoying the flexibility to expand your practice on your terms. We offer a variety of affiliation options, ensuring you have the autonomy and support needed for your career journey. If you're eager to learn and make a meaningful impact, we encourage you to apply and take the next step in your career with us.

Compensation :

$76,000 at plan earnings

Responsibilities :

• 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
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• Guide clients through the financial planning process, ensuring they understand and feel confident in their decisions.
• Develop personalized financial plans that align with clients' goals and risk tolerance.
• Monitor clients' financial situations and adjust plans as necessary to meet changing needs and objectives.
• Collaborate with senior advisors to enhance your understanding of complex financial strategies and products.
• Conduct regular reviews with clients to track progress and make necessary adjustments to their financial plans.
• Stay informed about the latest trends and changes in the financial and insurance industries to provide up-to-date advice.
• Build and maintain strong, trusting relationships with clients through consistent communication and follow-up meetings.

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.