Join us at Principal, where you'll have the unique opportunity to unlock the full potential of your financial advisory practice. As part of our nationwide group of financial professionals, you'll collaborate with a leader in solutions for small and mid-sized businesses, retirement, benefits, and asset management. You'll enjoy the autonomy to expand your practice on your terms with the support of experienced specialists. Our competitive compensation model, which mirrors the independence of an independent framework, ensures you maintain your independence while benefiting from our abundant resources and support. At Principal, we appreciate that your business is unique, offering multiple ways to affiliate, along with options for benefits and teaming models. You'll have the freedom to grow your practice with guidance from seasoned leaders, enjoying a competitive grid and transitional allowance for the right candidate. Our innovative culture values work-life balance and offers flexible working hours, professional development opportunities, and beyond-standard compensation and benefits. We’re committed to empowering you to succeed and providing the support you need to thrive. Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and aspirations. • Analyze and interpret financial data to provide actionable insights and recommendations. • Build and maintain strong relationships with clients, ensuring trust and transparency in all interactions. • Collaborate with a team of specialists to deliver comprehensive solutions tailored to client needs. • Stay informed about industry trends and regulatory changes to provide up-to-date advice. • Conduct regular reviews of client portfolios to ensure alignment with financial objectives. • Educate clients on investment strategies, risk management, and financial planning principles to empower informed decision-making. Qualifications: • Experience in financial planning and advisory roles, with a focus on personalized client solutions. • Ability to analyze complex financial data and provide clear, actionable insights. • Proven track record of building and maintaining strong client relationships based on trust and transparency. • Strong collaboration skills to work effectively with a team of specialists in delivering comprehensive financial solutions. • Up-to-date knowledge of industry trends and regulatory changes to ensure compliance and informed advice. • Excellent communication skills to educate clients on investment strategies and financial planning principles. • Ability to conduct regular portfolio reviews and align them with clients' financial objectives and goals. Compensation: $100,000+ at plan yearly

• Guide clients in developing personalized financial plans that align with their goals and aspirations. • Analyze and interpret financial data to provide actionable insights and recommendations. • Build and maintain strong relationships with clients, ensuring trust and transparency in all interactions. • Collaborate with a team of specialists to deliver comprehensive solutions tailored to client needs. • Stay informed about industry trends and regulatory changes to provide up-to-date advice. • Conduct regular reviews of client portfolios to ensure alignment with financial objectives. • Educate clients on investment strategies, risk management, and financial planning principles to empower informed decision-making.