Entry-Level Financial Advisor

Entry-Level Financial Advisor Principal - 3.8 Lansing, MI Job Details $76,000 a year 1 day ago Benefits Retirement plan Qualifications Customer relationship building Basic math Full Job Description Are you ready to start building a financial practice—without needing prior experience? Today's technology—powered by AI—handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management—all while learning how to apply them in real-world situations. 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:

Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach—eliminating the guesswork of where to start Begin building and growing your own client base within the small and mid-sized business market Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching

Compensation:

$76,000 at plan earnings

Responsibilities:

Participate in training and development programs while building the skills needed to become a successful Financial Advisor Learn how to identify and connect with prospective clients to begin building your network and client base Gather and understand basic financial information to help support client conversations and planning Assist in developing personalized financial strategies with guidance from experienced advisors and leadership Provide thoughtful, client-focused support and recommendations as you grow into a trusted financial resource

Qualifications:

Requires a Bachelor's degree in business administration, finance, or other work/sales related experience Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers We will sponsor candidates for FINRA Series 7/66 required registrations 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.