What are the responsibilities and job description for the Associate Financial Planner position at Principal?
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 :
- 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
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Serve as a collaborative team player willing to further development through continued training opportunities
- 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
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- 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 :
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
