Demo

Associate Financial Advisor

Principal
Kalamazoo, MI Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation :

76,000 at plan earnings

Responsibilities :

  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • 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

Qualifications :

  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
  • We will sponsor candidates for FINRA Series 7 / 66 required registrations
  • About Company

    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.

    Salary : $76,000

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