Experienced Financial Advisor

Principal · United States

$100,000+ at plan yearly

• Grow and manage a successful financial advisory practice focused on serving business owners, professionals, and small to mid-sized businesses
• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions

• Ability to work independently while leveraging resources and support to accelerate growth
• Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
• Active FINRA Series 7 and Series 66 registrations required
• Proven ability to build, retain, and grow a client base through relationship-focused business development
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory role

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.

Compensation details: 00 Yearly Salary

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