Associate Financial Advisor
14 days ago
Kalamazoo
Job Description Do you have a desire to assist others in helping them to build effective strategies to reach their financial goals, and at the same time connect with their values and vision? We are seeking Leaders who have a forward-thinking mindset and a willingness to build a successful financial services practice in their local community. With your skills, passion, and drive to succeed, consider partnering with us as we are willing to come alongside you, with training, development, and compensation to build your business. You must be committed to developing long-term relationships, have great communication skills, and have an interest in financial outcomes. If this is you, let's have a discussion today! 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, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • 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, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsQualifications:, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • We will sponsor candidates for FINRA Series 7/66 required registrationsAbout 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.