Licensed Financial Advisor
Responsibilities
- Guide clients in developing personalized financial plans that align with their goals and values.
- Analyze market trends and economic data to provide informed investment advice.
- Cultivate and maintain strong client relationships through regular communication and trust-building.
- Collaborate with our team to design and implement innovative financial strategies.
- Ensure compliance with industry regulations and company policies in all client interactions.
- Utilize our comprehensive product platform to offer tailored solutions that meet diverse client needs.
- Lead client meetings with clarity and confidence, ensuring all questions are addressed thoroughly and respectfully.
Qualifications
- Passion for helping clients work toward their financial goals.
- Meaningful work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, and 401(k) plans.
- Life and health insurance licenses.
- FINRA Series 6 or 7 and Series 63 or 65, 66 securities registration.
- Candidates without Series 6 or 7 and Series 63, 65, or 66 securities registration will not be considered for this role
Pay
$105,000 - $135,000/year
About Principal Financial Group
Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group. Principal Financial Group (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce.
Principal helps people and companies to build, protect, and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio sizes.