Licensed Financial Advisor
Company: Principal Financial Group
Location: Cincinnati
Posted on: March 15, 2026
|
|
|
Job Description:
Advance your business with the Principal Financial Network. As a
representative of the Principal Financial Network, you’ll have the
autonomy to expand your practice on your terms. We understand that
each practice is unique and provide tailored support and resources
to help you thrive. Your clients. Your business. Our support.
Empowerment to run your own career within an open-architecture
financial services company Access to a comprehensive product
platform, drawing from Principal capabilities and a range of
nonproprietary 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 make 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 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 Compensation: $105,000 - $135,000
yearly Responsibilities: Guide clients in developing personalized
financial plans that align with their goals and values. Analyze
market trends and economic data to provide informed investment
advice. Cultivate and maintain strong client relationships through
regular communication and trust-building. Collaborate with our team
to design and implement innovative financial strategies. Ensure
compliance with industry regulations and company policies in all
client interactions. Utilize our comprehensive product platform to
offer tailored solutions that meet diverse client needs. Lead
client meetings with clarity and confidence, ensuring all questions
are addressed thoroughly and respectfully. Qualifications: 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, and 401(k) plans. Life and health
insurance licenses. FINRA Series 6 or 7 and Series 63 or 65, 66
securities registration. Candidates without Series 6 or 7 and
Series 63, 65, or 66 securities registration will not be considered
for this role About Company Principal Financial Network is part of
the nationwide affiliated group of financial professionals who work
with the Principal Financial Group. Principal Financial Group
(Nasdaq: PFG) is a global financial company passionate about
improving the wealth and well-being of people and businesses. In
business for more than 140 years, we're helping more customers
plan, protect, invest, and retire, while working to support the
communities where we do business and build a diverse, inclusive
workforce. Principal helps people and companies to build, protect,
and advance their financial well-being with our retirement,
insurance, and asset management expertise. With innovative ideas
and real-life solutions for businesses and individuals, we make
financial progress possible for clients of all income and portfolio
sizes. WHGEN2 Compensation details: 105000-135000 Yearly Salary
PI01cd1393c46a-37456-39927261
Keywords: Principal Financial Group, Anderson , Licensed Financial Advisor, Accounting, Auditing , Cincinnati, Indiana