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Associate Financial Advisor
2 months ago
$76,000 at plan earnings
Responsibilities:- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Requires 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
You’ll be part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group® and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and midsized businesses retirement, benefits, and business protection as well as in investments and asset management.
Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models. All with the same resources and support. Our level of affiliated channel support comes with a payout that resembles an independent model.
While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.
