What You’ll Do
This role provides needs-based consultations to advisors and plan sponsors in the small plan market. It is a strategic partner to our advisors to improve and deepen our relationships. This role actively promotes our new tools and services.
Do you like having a greater impact on retirement outcomes, enjoy working in a fast paced, team environment?! Then this may be the role for you!
Here are few examples of the things you’ll do:
- Consult with the plan sponsor and the advisor on plan design, investments, services and new opportunities.
- Annual Plan level reviews.
- Problem solving complex issues.
This position is also an excellent way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.
In April, we were named to the Forbes list of America’s Best Employers for Diversity 2022. This is our third year on the list and our highest ranking yet-appearing at No. 56 on the total list of 500 companies. We’re No. 9 among companies in the financial services industry. Join us!
Who You Are
- Bachelor’s degree or equivalent required and 4+ years professional work experience (qualified plan experience needed).
- Strong communication and presentation skills required.
- Ability to coordinate a large volume of client/advisor activities.
- Strong understanding of plan and contract documents, investments, processes, and procedures.
- Overnight travel for sales presentations and client visits may be required (5-10%)
Licensing is required based on state/federal laws and/or company policy in accordance with current licensing policy:
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
- Must become an associated person with Principal Securities.
- Resident Life and Health appointment must be attained within 2 months of employment.
Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range
$51000 – $98400 / year
Additional Information
Location
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.
This role will be supporting our PST zone clients, specifically in Los Angeles & Orange County. Preference given to candidates living in PST, MST or CST zones.
Job Level
We’ll consider talent at the next level based on right experiences and skills.
Work Authorization/Sponsorship
At this time, we’re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.
Date First Posted (TTF)
10/10/2023
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