Associate Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities:

• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• 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

Qualifications:

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A required Bachelor’s degree in business administration, finance, or similarly related field
• 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 Principal® and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized 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.