Des Moines, IA · On-site
$55K - $87K/yr
Strong preference for experience with Envestnet, Morningstar Advisor Workstation, and turn-key ... Limited travel, including overnight stays, may be required. Licenses must be held in conformity ...
Des Moines, IA · On-site
$55K - $87K/yr
Strong preference for experience with Envestnet, Morningstar Advisor Workstation, and turn-key ... Limited travel, including overnight stays, may be required. Licenses must be held in conformity ...
$10.82 - $11.82
2% of jobs
$11.82 - $12.83
3% of jobs
$12.83 - $13.83
6% of jobs
$13.83 - $14.84
9% of jobs
$15.25 is the 25th percentile. Wages below this are outliers.
$14.84 - $15.84
12% of jobs
$15.84 - $16.85
13% of jobs
The median wage is $17.09 / hr.
$16.85 - $17.85
22% of jobs
$18.54 is the 75th percentile. Wages above this are outliers.
$17.85 - $18.86
12% of jobs
$18.86 - $19.86
11% of jobs
$19.86 - $20.87
5% of jobs
$20.87 - $21.88
5% of jobs
$10
$17
$21
$55K - $87K/yr
Full-time
Re-posted 20 days ago
In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and presale/post sale advisor support. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management.
Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions.
Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new products. Record call outcomes in the database, share leads with external wholesalers, and assist corporate programs, important accounts, and conferences.
Respond to incoming calls from new or existing financial professionals by offering product details, performance statistics, and case design. Handle requests for sales materials and account proposals. Guide financial professionals to resources like websites, wholesaler maps, newsletters, and product training. Support communication for enhanced customer service solutions and record all interaction and communication outcomes in CRM (SalesForce).
*Incentive component is 50% for this role in addition to salary listed.
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 years of experience plus 1+ year of financial services and broker dealer experience is necessary. Strong preference for advisory or fee-based managed product experience.
Strong preference for experience with Envestnet, Morningstar Advisor Workstation, and turn-key asset management platforms (TAMP).
Outstanding oral and written communication, training, and presentation skills.
Excellent problem-solving, analytical, and mathematical calculation skills.
Ability to work independently with minimal direction.
Availability to handle inbound and outbound calls to advisors, third-party money managers, and sales reps during prime hours.
Limited travel, including overnight stays, may be required.
Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. Preference to those who are already licensed. If not licensed, below licenses are to be acquired within 90 days after hiring:
SIE, Series 7, and Series 66
The following locations are examples of market-specific salary ranges across different geographies.
At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please use the following links:
Nonimmigrant Workers and Green Card for Employment-Based ImmigrantsInvestment Ethics Code
In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.
Experience PrincipalAt Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. Our inclusive and competitive benefits protect physical, financial, and social well-being. Check our careers site to learn more about our purpose, values, and benefits.
Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.
LinkedIn Remote Hashtag
Bachelor's degree or equivalent years of experience plus 1+ year of financial services and broker dealer experience is necessary. Strong preference for advisory or fee-based managed product experience.
Strong preference for experience with Envestnet, Morningstar Advisor Workstation, and turn-key asset management platforms (TAMP).
Outstanding oral and written communication, training, and presentation skills.
Excellent problem-solving, analytical, and mathematical calculation skills.
Ability to work independently with minimal direction.
Availability to handle inbound and outbound calls to advisors, third-party money managers, and sales reps during prime hours.
Limited travel, including overnight stays, may be required.
Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. Preference to those who are already licensed. If not licensed, below licenses are to be acquired within 90 days after hiring:
SIE, Series 7, and Series 66
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Finance and insurance
51 - 200 Employees
Austin, TX, US