What are the responsibilities and job description for the Experienced Financial Advisor position at Principal?
Discover new opportunities for your career as an experienced financial advisor. Break free from limitations and team up with Principal® for the flexibility to grow your business according to your own terms. We offer a competitive grid, administrative support, and a transitional allowance to support you in your journey.
Compensation :
100,000 at plan yearly
Responsibilities :
- Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans.
- Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations.
- Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies.
- Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service.
- Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.
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 : $100,000
