About this role
Entry-Level Financial Advisor at Principal. Location: Kalamazoo, Michigan, United States. Role: Analyzing data, Developing plans, Acquiring clients Requirements: Entry-level financial advisor with strong communication, math, and analytical skills; Bachelor's degree; FINRA licenses preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Excel, CRM systems, Financial planning software, Google Suite Certifications: finra series 7, finra series 63/66 Commitment: Full Time Workplace: Onsite Languages: English