Financial Services Professional
5 days ago
A career with more potential awaits you. As a licensed financial advisor, you have the expertise to help clients achieve their financial goals. But why should your practice be held back from reaching its full potential?
At Principal Co, we offer a supportive environment where you can grow your practice and thrive. Our competitive grid and transitional allowance provide the freedom to focus on what matters most – delivering exceptional service to your clients.
Key Responsibilities:- Conduct comprehensive financial reviews to assess clients' current situation and develop personalized plans.
- Stay up-to-date on financial market trends to provide clients with informed investment advice.
- Execute trades on behalf of clients while ensuring compliance with regulatory requirements.
- Maintain strong client relationships through regular communication and exceptional customer service.
- Continuously expand your knowledge of financial products and services to better serve clients.
- A passion for helping clients improve their financial lives.
- Minimum of five years of work experience, including at least two years in financial products.
- Life and health insurance licenses.
- A willingness to obtain FINRA securities registration (Series 6 or 7; and Series 63 as required by state).
- A background check with satisfactory regulatory, criminal, and financial standing.
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