[Hiring] Associate Director/Director - Wealth Advisory @Principal Financial Group

Role Description

This role drives sales activities for Principal Asset Management throughout Long Island/Queens/Non-Manhattan boroughs. 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 covering our ETF's, Separately Managed Accounts and Mutual Funds.

• 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!

*Heavy incentive component in addition to salary listed.

Apply today!

Qualifications

• Bachelor's degree or equivalent required.
• 2+ years sales specific industry experience at the Associate Director level (investment products, capital markets, partnering with advisors).
• As a Director, 4+ years sales specific industry experience needed.
• FINRA licensing required including SIE or equivalent and series 7.
• Series 63 required within 45 days.
• Advanced designations preferred (e.g., CFP®, CFA®, CIMA®, CAIA®).
• Excellent knowledge of investment products and financial markets required.
• Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required.
• Must have strong presentation, and oral and written communication skills.
• Good training and motivational skills are necessary.
• Must be able to maintain a high degree of confidentiality.
• Travel required, including overnight stays.

Requirements

• Salary Range: $92,400 - $100,000 / year.
• Flexible Time Off (FTO) is provided to salaried (exempt) employees.
• This is a remote position that must be located within territory (Long Island, Queens, Non-Manhattan Boroughs).
• Open to hiring up to Director level for the right skills and experiences.
• At this time, we're not considering applicants that need any type of immigration sponsorship.

Benefits

• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.

Company Description

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers.

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.