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Associate Financial Advisor
Location:
Ann Arbor, MI
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management 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• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Valid FINRA Series 7 & 63/66 preferred but not required• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers• We will sponsor candidates for FINRA Series 7/66 required registrations Compensation: $76,000 at plan earnings 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.
Company:
Principal
Posted:
November 13 on WizeHire
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More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Principal located in Ann Arbor MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Principal located in Ann Arbor MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.