Job Summary
We’re looking for driven professionals who are passionate about helping individuals, families, and business owners achieve financial security and confidence.
Experienced Financial Advisors Welcome
If you’re a Financial Advisor and looking for greater independence, strong long-term economics, and the ability to build true enterprise value, we’d welcome a confidential conversation.
At Principal Financial Network, advisors have the opportunity to:
- Own and control their book of business
- Build a practice that creates long-term enterprise value
- Enjoy the flexibility and freedom to serve clients in the way they believe is best
- Access comprehensive planning, investment, retirement, and risk-management solutions
- Receive transition support and business development resources
- Leverage a nationally recognized brand while maintaining an entrepreneurial practice model
- Create a succession plan that can benefit both clients and future generations of advisors
Why Advisors Choose Principal
Many advisors reach a point where they want more than a compensation grid or production requirements. They want:
✔ Ownership mentality rather than employee mentality
✔ The ability to build equity in their practice
✔ Freedom to grow their business their way
✔ Access to sophisticated planning resources
✔ Competitive payouts and growth opportunities
✔ A succession and continuity strategy for their clients and practice
At Principal Financial Network, your business is your business. We provide the platform, resources, leadership, and support to help you grow while maintaining ownership of the client relationships you’ve worked hard to build.
Responsibilities
- Assess clients’ financial situations by analyzing income, expenses, investments and insurance, to develop tailored financial plans.
- Advise clients on investment management options, and asset allocation strategies that align with their risk tolerance and objectives.
- Conduct detailed financial analysis using specialized software to evaluate investment opportunities, cash management solutions, and tax implications.
- Cultivate strong client relationships by providing exceptional service, and proactive communication about new opportunities or changes in regulations.
- Support sales initiatives by identifying client needs for financial services, presenting suitable solutions, and guiding them through the decision-making process.
Qualifications
- Proven experience in financial sales or advisory roles within the financial services industry is preferred.
- Proficiency in financial analysis software and tools used for research and portfolio management.
- Excellent math skills combined with a solid grasp of financial concepts such as cash management, investment management, asset management, and technical accounting.
- Series 7/66, or 6/63, as well as State of Georgia Life and Health insurance licenses are required.
Pay: $75,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
Work Location: In person
