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Principal Financial Group

Offers retirement planning, life insurance, investments

Market Consultant - Advisory

Asset ManagementUpdated on Nov 5
Full-timeDes Moines, IA, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • At least one year of financial services and broker-dealer experience is required.
  • The role requires managing inbound and outbound advisor conversations during peak business hours.
  • Industry licenses are preferred. Candidates who are not currently licensed must obtain Securities Industry Essentials (SIE), Series 7, and Series 66 within 90 days of hire.
  • The role requires limited travel, including occasional overnight travel.

Responsibilities

  • Proactively engage financial advisors through outbound sales calls and strategic follow-up.
  • Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
  • Partner with external wholesalers to execute territory business plans and drive asset growth.
  • Present investment solutions, including mutual funds, exchange-traded funds, model portfolios, separately managed accounts, alternative investments, index funds, and retirement strategies.
  • Identify advisor needs and provide sales ideas, product recommendations, and business-building strategies.
  • Generate and qualify leads while uncovering new opportunities within assigned territories.
  • Deliver product information, performance updates, and proposal support to advisors.
  • Support advisor meetings, conferences, and sales events.
  • Use Salesforce to track sales activity, manage opportunities, and document advisor interactions.
  • Travel periodically to strengthen relationships and support territory initiatives.
  • Observe the Investment Code of Ethics regarding conduct and personal trading for oneself and people living in the household.

Desired Qualifications

  • Advisory or fee-based managed account experience is strongly preferred.
  • Experience with Envestnet, Morningstar Advisor Workstation, and turnkey asset management platforms is strongly 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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