Be an early applicantLess than 25 applicants

Company

Principal Financial Group · 10 hours ago

Senior Financial Advisor

United States

Full-time

Remote

Senior Level

5+ years exp

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Financial ServicesInsurance

Hiring Manager

Jane Choi, CLF, LUTCF

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Responsibilities

Empowerment to run your own business within an open architecture financial planning firm

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

No requirements to sell proprietary products, 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, compliance partners, access to key business partners and case design assistance

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial products experienceLife insurance licenseHealth insurance licenseFINRA Series 6FINRA Series 7Series 63 registrationSeries 65 registration

Required

A passion for helping clients toward their financial goals

A desire to be part of an inclusive, empowering culture

Bachelor’s degree or minimum of five years of 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 securities registration

License and registration must be obtained prior to start date

Benefits

Retirement & Pension Plan

Deferred Compensation program

Medical

Dental

Vision

Life and Disability Income Insurance

Company

Principal Financial Group

Glassdoor

3.9

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