Advisor Relationship Consultant III

What You’ll Do

As an Advisor Relationship Consultant III
, you’ll ...

• Deliver on a firm focused partnership with advisors from one of our key partner firms.
• 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 in order 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.

Operating at the intersection of financial services and technology, Principal builds 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!

• Bachelor’s degree or equivalent experience required, plus at least 8 years 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 communication, interpersonal, technical and problem solving skills
• Must have strong understanding of the marketplace including employers, employees and intermediaries, and have the ability to influence internal and external clients and partners
• Must have project management experience including ability to manage multiple complex projects
• Requires proficiency with key MS Office programs such as Word, Outlook, Excel, Power Point
• Salesforce experience preferred
• Travel required including overnight stays (25%)

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 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.

$104400 - $187200 / year

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.

Yes

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.

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 link Nonimmigrant Workers and Green Card for Employment-Based Immigrants.

For Principal Asset Management 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…