Are you ready to grow a financial practice without being buried in research, prospecting, and administrative work? Today’s technology—powered by AI—handles much of what used to consume an advisor’s day, so you can focus on what truly drives success: building trust, strengthening relationships, and delivering exceptional client outcomes.
At Principal, we specialize in helping advisors succeed in the business market, providing innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management. In this role, you’ll leverage Principal’s platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.
What You'll do:
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Let AI‑powered prospecting tools identify businesses with intent for your services, easing the challenge of "Who do I call?"
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Build and grow a client‑focused financial practice within the small and mid-sized business market
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Utilize advanced technology to streamline preparation, uncover insights, and enhance client engagement
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Accelerate your growth through mentorship from experienced leadership, combined with AI‑driven coaching and performance insights
Compensation:
$100,000+ at plan yearly
Responsibilities:-
Follow up on the firm-provided business prospects that have intent towards retirement plans, employee benefits, and retention and attraction strategies needed in the business market
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Deliver personalized financial strategies supported by data analytics and advanced technology to help business owners make informed decisions
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Leverage Principal tools that strengthen the employer/employee relationships through consistent, transparent communication and technology-enabled engagement
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Partner with our experienced leadership, leveraging AI-based coaching to continuously improve performance and accelerate practice growth
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Integrate Principal’s platform, resources, and innovative tools into your daily workflow to enhance efficiency, scalability, and client outcomes
Qualifications:-
Ideally 3-7 years of experience with a strong drive to build and grow a business focused advisory practice
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Demonstrated ability to develop foundational financial strategies and a willingness to grow in the business marketplace leveraging Principal's expertise
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Proven relationship-building skills, with a focus on delivering that mindset
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Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
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Motivation to leverage the strength, reputation, and resources of Principal to expand a client base and deepen impact within the business community
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.
