Advisor Relationship Consultant

1 month ago

Bethesda, Maryland, United States Principal Financial Group Full time

What You'll Do

We are seeking an Advisor Relationship Consultant that will drive trust, deepen strong relationships, provide satisfaction, and be the expert for our products, tools, and services to our advisor partners. This is an excellent opportunity to help advisor's businesses be more efficient and deliver positive outcomes for their block of Principal clients.

As an Advisor Relationship Consultant, you will:

  • Deliver an advisor-focused experience that builds strong relationships to drive loyalty and satisfaction with key distribution partners.
  • Serve as the advisor's single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their block of Principal clients to make the business more efficient.
  • Contribute to retention and growth by providing support, tools, and training to advisors and their staff and becoming a trusted business partner through dedicated delivery of service.

This position is also an excellent way to advance your career. As a growing company with over 18,000 employees worldwide, Principal offers numerous opportunities to learn, earn, and achieve more.

Operating at the intersection of financial services and technology, Principal Financial Group builds world-class financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years

Who You Are

  • Bachelor's degree or equivalent experience required, plus 8+ years of related experience
  • Must have knowledge of retirement plan industry, participant recordkeeping, plan compliance, plan consulting and relationship management
  • Advanced business unit knowledge and knowledge of company products and services a plus
  • Requires proven leadership, communication, interpersonal, technical, and problem-solving skills
  • Must have strong understanding of the marketplace including employers, employees, and intermediaries, and can influence internal and external clients and partners
  • Must have project management experience including ability to manage multiple complex projects
  • Travel required including overnight stays (approximately 10%)

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment:

  • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
  • Resident Life and Health appointment must be attained.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$ $121200 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Additional Information

Work Environment

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.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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 accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

6/18/2024

Most Recently Posted Date

8/7/2024

LinkedIn Remote Hashtag

#LI-Remote

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