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Principal Financial Group · 1 day ago

Financial Advisor

Fresno, CA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Principal Financial Group is a global financial company passionate about improving the wealth and well-being of people and businesses. As a Financial Advisor, you will have the autonomy to run your own business while receiving tailored support and resources to help you thrive in serving your clients' financial needs.

Financial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Empowerment to run your own business within an open-architecture financial services company

Access to a comprehensive product platform, drawing from Principal® capabilities and a range of non-proprietary solutions tailored to your clients' needs

Independence to service your clients with no requirements to sell proprietary products, and no carrier or product minimums

Flexible contracts to accommodate your business on your terms

Industry-leading technology systems making business easier for you and your clients

Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners and case design assistance

Dedicated local marketing consultants to help launch your brand and execute your marketing objectives

Respect for your unique perspective -- diversity, inclusion, and empowerment are at the core of our culture

The Principal Financial Network can support financial professionals looking to manage an individual practice or those looking to join, form, or expand successful teams

Qualification

Financial products experienceLifeHealth insurance licensesFINRA Series 6Series 6365 registrationClient relationship management

Required

A passion for helping clients work toward their financial goals

Meaningful work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans

Life and health insurance licenses

FINRA Series 6 or 7 and Series 63 or 65, 66 securities registration

Benefits

Commission structure – up to 95% gross dealer concession (GDC) payout

Competitive transition package

Licensing & registration support

Competitive benefits package which includes, retirement plan, deferred compensation program, medical, dental, vision, group life and long-term disability

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees

https://www.principalam.com/

H1B Sponsorship

Principal Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (9)

2020 (8)