Senior Financial Consultant

4 weeks ago


Ann Arbor, Michigan, United States Principal Co Full time
Unlock Your Financial Potential

As a seasoned financial professional, you have a unique opportunity to take your practice to the next level with Principal Co. Our comprehensive grid and transitional allowance offer the freedom to grow your business in a way that suits your needs.

Key Responsibilities

  • Conduct in-depth financial assessments with clients to develop tailored financial plans and provide expert advice on investment opportunities.
  • Stay ahead of the curve by monitoring and analyzing market trends to offer clients informed investment recommendations.
  • Execute trades on behalf of clients while ensuring compliance with regulatory requirements and company policies.
  • Foster strong client relationships through regular communication and exceptional customer service.
  • Continuously expand your knowledge of financial products and services to better serve clients and stay competitive in the industry.

Requirements

  • A genuine passion for helping clients achieve their financial goals.
  • Minimum of five years of work experience, with at least two years of experience in financial products such as life insurance, disability insurance, annuities, mutual funds, and 401k plans.
  • 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 that includes satisfactory regulatory, criminal, and financial standing.


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