Financial Planning Expert

5 days ago


Lansing, Michigan, United States Principal Full time
About the Role

We are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for building strong relationships with clients and providing them with expert financial guidance.

Key Responsibilities
  • Identify and secure new client relationships through exceptional customer service and sound financial advice
  • Develop and implement personalized financial plans that meet each client's unique needs and goals
  • Provide strategic recommendations on investment products, plans, and other financial solutions to help clients achieve their objectives
  • Collaborate with clients to gather financial information and develop tailored financial profiles
Requirements
  • Bachelor's degree in finance, business administration, or a related field
  • Valid FINRA Series 7 & 63/66 license (or ability to obtain)
  • Experience working with Microsoft Office, Excel, CRM systems, and financial planning software
  • Excellent communication, math, and relationship-building skills
What We Offer

You'll have the opportunity to work with a leading financial services company, Principal Financial Group, and have the autonomy to build your practice on your terms. Our comprehensive training program will help you develop the skills and knowledge needed to succeed in this role. You'll also have access to a range of benefits, including competitive compensation and opportunities for professional growth and development.

The estimated salary for this position is $76,000 at plan earnings. This figure is based on industry standards and the level of experience required for the role. We offer a range of benefits, including medical, dental, and vision insurance, as well as a 401(k) matching program.



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