Financial Services Professional
6 days ago
Our nationwide affiliated group of financial professionals, the Principal Financial Group, is seeking a motivated individual to join our entry-level ranks as a Financial Services Professional.
The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.
We offer a competitive salary of $76,000 at plan earnings, along with multiple ways to affiliate and options for benefits and teaming models. Our level of affiliated channel support comes with a payout that resembles an independent model.
Key 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.
- 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.
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
- A Bachelor's degree in business administration, finance, or other related field.
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
- Valid FINRA Series 7 & 63/66 preferred but not required.
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
- We will sponsor candidates for FINRA Series 7/66 required registrations.
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