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Director - Wealth Advisory (Houston, Louisiana)

3 months ago

Houston, United States Principal Financial Group Full time

What You'll Do:
This role drives sales activities for Principal Funds Distribution throughout Houston, TX and all of Louisiana. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels - both wirehouses and independent firms covering our ETF's, Separately Managed Accounts and Mutual Funds.

**Other responsibilities will include**:

- Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
- May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
- Highest level of integrity and presentation skills.

If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you

We are open to hiring at multiple levels based on experience and skillset.

Who You Are:

- Bachelor's degree or eight years of equivalent experience required.
- 4+ years related industry experience required with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
- FINRA Series 7 required.
- FINRA Series 63 required within 45 days.
- Knowledge of investment products and financial markets required.
- Track record of consultative skills, advisor management expertise, and analytical analysis are required.
- Must possess excellent presentation, oral and written communication skills.Motivational skills are vital.
- Ability to maintain a high degree of confidentiality.
- Travel required, including overnight stays.
- Advanced designations preferred (e.g., CFP®, CFA®, CIMA®, CAIA®).

Salary Range Information: This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range: $300000 - $600000 / 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: No Additional Information:
**Location**

This role needs to be located in Houston, TX. We are open to relocation.

**Job Level**

We are open to hiring at a higher job level based on skills and experience.

**Work Authorization/Sponsorship**

At this time, we're not considering applicants 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**

**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.

LinkedIn Remote Hashtag

: #LI-Remote