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Principal Financial Group

Offers retirement planning, life insurance, investments

Assistant Vice President, Advanced Solutions

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$179k - $285k /yr

About the Job

Requirements

  • Requires a law degree from an accredited law school, admission to the bar in at least one state or a Certified Public Accountant designation, licensure in at least one state, and 10 or more years of related experience.
  • Must have a broad understanding of the sales process and comprehensive knowledge of state and federal laws relating to estate planning and business insurance.
  • A solid understanding of qualified plans and an appreciation of product features and market trends are required.
  • FINRA Series 6 registration is required or must be obtained within 18 months of employment.

Responsibilities

  • Provide expertise, analysis, and recommendations to producers, regional market centers, the home office, and/or clients’ professional advisors regarding complex estate, business, executive benefit, and financial planning cases, including specialized tax, legal, and accounting expertise.
  • Draft and design marketing and sophisticated written materials for producers, attorneys, marketing and trust officers, and accountants.
  • Design and present instructional materials for courses, seminars, and meetings to educate producers, attorneys, and Certified Public Accountants.
  • Direct activities for the advanced solutions area and participate in strategic planning for advanced solutions and the business market segment.
  • Work with and through other home office departments to provide effective solutions and systems.
  • Manage and motivate staff.
  • Provide point-of-sale assistance on highly complex, large cases.
  • Maintain expertise in tax and legal matters concerning estate, business, executive benefit, and personal planning, and provide expertise to advanced solutions staff.
  • Perform other job-related duties and special projects as required.

Desired Qualifications

  • A Chartered Life Underwriter, Chartered Financial Consultant, and/or Certified Financial Planner designation is preferred.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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