Company Description The Principal® Financial Network of the Northeast is part of a nationwide group of financial professionals affiliated with Principal Financial Group®. The network supports individuals, businesses, and their employees in building, protecting, and advancing their financial well-being. Through Principal and its preferred product network, clients have access to a broad range of insurance, securities, and advisory products. Team members benefit from the resources, tools, and reputation of an established financial services leader headquartered in Des Moines, Iowa. The organization emphasizes professional integrity, client-focused guidance, and adherence to regulatory and licensing standards.
Role Description This full-time Financial Professional role is a hybrid position based in Western, NY, with a combination of in-office and work-from-home flexibility. The Financial Professional will meet with individual and business clients to understand their financial goals, assess their current financial situations, and develop tailored financial strategies. Daily responsibilities include preparing financial plans, analyzing investment and insurance options, and presenting recommendations clearly and confidently. The role also involves maintaining ongoing client relationships, monitoring financial plans, and adjusting strategies as client needs or market conditions change. Additional activities include prospecting for new clients, collaborating with internal specialists, staying current on financial products and regulations, and using firm-provided tools and technology to support client service.
Qualifications