Experienced Financial Advisor

Job Description

Job Description

Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals.

We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.

What We Offer
- Access to business-owner and employer-focused opportunities
- Retirement, employee benefits, and wealth management solutions
- AI-powered prospecting and client engagement tools
- Mentorship, coaching, and support from experienced leaders
- Marketing and business development resources
- Flexible practice-building environment
- Competitive compensation and growth opportunities
- The strength and reputation of a Fortune 500 financial services organization
Compensation:

$100,000+ at plan yearly

Responsibilities:

• Grow and manage a successful financial advisory practice focused on serving business owners, professionals, and small to mid-sized businesses
• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Design and deliver personalized financial strategies that align with clients' goals, risk tolerance, and long-term objectives
• Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
• Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service

Qualifications:

• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
• Experience creating financial strategies and presenting tailored recommendations to clients
• Commitment to continuous learning and professional development through coaching, mentorship, and collaboration
• Strong business development, networking, and consultative sales skills
• Demonstrated success building client relationships and growing a book of business
• Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
• Active FINRA Series 7 and Series 66 registrations required

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.