Wealth Management Consultant
3 days ago
Unlock Your Potential as a Financial Advisor
About the RoleThis is an exciting opportunity for a motivated and organized Financial Advisor to join our growing team. As a Financial Advisor, you will work closely with clients to understand their financial goals and provide expert advice and guidance on wealth management strategies.
Salary and BenefitsEnjoy a competitive salary of $76,000 at plan earnings, plus a range of benefits designed to support your well-being and career growth.
Key Responsibilities- Determine clients' cash flow, income, financial status, and goals to develop tailored financial plans
- Develop and maintain strong client relationships through excellent communication and math skills
- Stay up-to-date with industry trends and best practices through ongoing training and development
- Collaborate with colleagues to share knowledge and expertise
- Pursue opportunities for professional growth and advancement within the company
- Bachelor's degree in business administration, finance, or a related field
- Strong working knowledge of financial products and services
- Valid FINRA Series 7 & 63/66 certification (or ability to obtain)
- Excellent communication and math skills
- Proven ability to build strong client relationships
As a leading provider of financial solutions, Principal Financial Group offers a wide range of products and services designed to support individuals, businesses, and organizations. Our affiliated network of financial professionals provides expert guidance and support to help clients achieve their financial goals.
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Wealth Management Advisor
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