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Associate Financial Advisor
Location:
Indianapolis, IN
Description:
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: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members• 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• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions• 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 Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• A required Bachelor’s degree in business administration, finance, or similarly related field• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential• 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 Indianapolis IN. 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 Indianapolis IN. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.