Financial Consultant – Principal Connection

What You’ll Do

We’re looking for a Financial Consultant I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.

This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

• Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
• Educate and assist existing and prospective customers who are interested in engaging with Principal for their individual investment and risk‑based needs. This may include facilitation of any requested transaction or introduction to another team, when appropriate.
• Assist in uncovering current or potential retail customer needs.
• Perform other job‑related duties and projects as they arise.

• Bachelor’s degree or equivalent plus 2+ years’ experience, preferably in the financial services industry.
• SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
• Successfully approved as a registered representative by all 50 states and Washington DC.
• Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
• Proficiency with computer desktop technology and digital communication mediums.
• Detailed knowledge and expertise involving retail investment products as well as employer‑sponsored retirement plans.
• Hard‑working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
• Ability to work independently, be a self‑starter, and demonstrate confidence in decisions.
• Drive to constantly improve the customer experience in a collaborative team‑based culture.
• Strong efficiency with time management and organizational skills.

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.

$28.32 – $40.38 / hour

• Des Moines, IA: $28.32 – $38.37 / hour
• Charlotte, NC: $29.81 – $40.38 / hour

Personal Time Off (PTO) is provided to hourly (non‑exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short‑term illness.

Yes

This position will provide a shift differential starting at 6 pm for hours worked.

This role offers an in‑office work arrangement. We are hiring in Des Moines, IA and Charlotte, NC only.

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.

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: with comprehensive, competitive benefit…