Experienced Financial Advisor

Job overview

The Experienced Financial Advisor is an onsite role based in Lansing, MI, offering a salary of $100,000+ per year. This position supports the Principal financial services team by providing retirement, employee benefits, and wealth management solutions to small and mid-sized businesses. The role exists to help business owners achieve long-term financial goals through personalized strategies. The advisor will manage a practice, leverage technology-enabled tools, and collaborate with leadership to deliver informed recommendations and build long-term client partnerships.

What you'll do

• Grow and manage a financial advisory practice
• maintain expertise in financial planning and retirement solutions
• collaborate with leadership and mentors
• utilize technology and data insights for client meetings
• design personalized financial strategies
• leverage AI-powered prospecting tools
• cultivate long-term client relationships.

What we're looking for

Skills & competencies

full-time

day shift

lansing mi

financial advisor

wealth management

retirement planning

series 7

series 66

principal

onsite

$100k+

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive compensation, growth opportunities, mentorship, and comprehensive firm support.

Why this role

Access to AI-powered prospecting tools, mentorship, and a Fortune 500 financial services brand.

About the employer

Principal is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.