Address
Form of workWhat You'll Do
As an internal Investment Consultant you'll partner with the External Investment Only team that covers both banks/RIA's and the DCIO (Defined Contribution Investment Only) channel.
Here are some of the examples of the things you'll do:
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!
*Heavy incentive component in addition to salary listed. Sales positions are eligible for sales incentives, whereby total compensation may far exceed base salary depending on individual performance.
Apply today!
Who You Are
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
$48450 - $69000 / year
Additional Information
Location
This role can be located in either Des Moines, IA or Charlotte, NC. It is a hybrid role that has three designated days in the office and two remote days weekly.
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.)
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 be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.
Date First Posted (TTF)
1/18/2024
Latest Post Date: Careers - US
1/18/2024
LinkedIn Hashtag
#LI-BS1
As an internal Investment Consultant you'll partner with the External Investment Only team that covers both banks/RIA's and the DCIO (Defined Contribution Investment Only) channel.
Here are some of the examples of the things you'll do:
- Prospect for new Retirement Advisors who sell in the Investment Only space in the SE.
- Support external Investment Only wholesalers and strategize with how to grow sales within each respective territory; assist in all sales.
- Sell our funds, educate on where they are available, and direct Platform Relationship Management Team towards additional TPA(Third Party Administrator)/Platform relationship targets.
- Experience with retirement plans
- Understanding of investments, including mutual funds, SMA, ETF and CITs.
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!
*Heavy incentive component in addition to salary listed. Sales positions are eligible for sales incentives, whereby total compensation may far exceed base salary depending on individual performance.
Apply today!
Who You Are
- Requires Bachelor's degree or equivalent, and 3+ years of related experience required
- FINRA licensing required including SIE or equivalent and series 7
- Series 63 required within 45 days of employment
- Must possess strong sales ability and fund knowledge
- Must have strong decision-making skills and use good judgment
- Excellent organizational, problem-solving, presentation, and oral and written communication skills required
- Must be able to demonstrate self-motivation, creativity and initiative to achieve goals
- Must have good analytical, negotiation, and collaboration skills
- Must have basic PC skills, database experience and spreadsheet skills
- Some travel required
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
$48450 - $69000 / year
Additional Information
Location
This role can be located in either Des Moines, IA or Charlotte, NC. It is a hybrid role that has three designated days in the office and two remote days weekly.
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.)
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 be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.
Date First Posted (TTF)
1/18/2024
Latest Post Date: Careers - US
1/18/2024
LinkedIn Hashtag
#LI-BS1
