EntryLevel Financial Advisor

Join us as an Entry-Level Financial Advisor and empower clients with the tools they need to achieve their financial dreams. At Principal, you'll be part of a supportive network that values your autonomy and growth. As you help clients with risk management, estate planning, and investment strategies, you'll also be nurturing your own professional journey. We're committed to providing a dynamic, collaborative environment where your career can thrive. We believe in offering more than just a job; we offer a path to success with resources that match your ambition. You'll have the chance to work with small and mid-sized businesses, crafting solutions that make a difference. If you're ready to deliver exceptional client service and grow your expertise in a thriving industry, let's start this exciting journey together. Apply today and take the first step towards a rewarding future with us. 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 • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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: • A required Bachelor’s degree in business administration, finance, or similarly related field • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Valid FINRA Series 7 & 63/66 preferred but not required • Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Compensation: $76,000 at plan earnings

• 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

Compensation:
$76,000 per year