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About the Role

Principal is seeking financial professionals to join our Retirement and Income Solutions - Principal Connection team. As a Financial Consultant I, this role provides expert investment advisory services through our call center to a diverse client base, including direct-to-consumer prospects, retail investment account holders, and participants in employer-sponsored retirement plans. Serving as a trusted advisor, you’ll combine financial expertise with exceptional service to help clients navigate their investment journey and build financial security with confidence. Through personalized, compliant, and comprehensive guidance, this role helps simplify complex financial concepts, build lasting client relationships, and empower clients to make confident, informed decisions about their financial future.

Responsibilities

Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events, helping them understand their investment and risk-based needs and appropriate product solutions.
Facilitate transactions and coordinate introductions to specialized teams as needed to support customer goals and asset retention.
Conduct consultative conversations focused on clients’ goals and best interests, assessing financial objectives, risk tolerance, and time horizons to recommend tailored solutions.
Simplify complex financial concepts to help clients make informed decisions with confidence.
Use active listening, emotional intelligence, and effective communication to understand customer needs, identify additional opportunities, and build strong relationships that reflect the One Principal culture.
Maintain accurate documentation of customer interactions and ensure secure, compliant handling of customer data and transactions.
Adhere to compliance and risk management standards, including required regulatory training, licenses, and designations.
Manage client pipelines and application follow-up through timely and professional communication.

Requirements

Bachelor's degree or equivalent plus 2+ years’ experience, preferably in the financial services industry.
Ability to obtain approval as a registered representative across all 50 states and Washington, D.C.
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 investments products as well as employer sponsored retirement plans.
Hard-working and able to make decisions that are in the best interest of our customers.
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 working in a collaborative team-based culture.
Strong efficiency with time management and organizational skills.
SIE and Series 7 licenses are required, along with one of the following: Series 66, OR Both Series 63 and Series 65.
Must be able to work an assigned eight‑hour shift within the window of 7:00 AM to 9:00 PM CT, Monday–Friday.
Not considering applicants that need any type of immigration sponsorship now or in the future to work in the United States.
Must 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.

Skills

Investment advisory services
Financial expertise
Customer service
Financial guidance
Active listening
Emotional intelligence
Effective communication
Time management
Organizational skills

Location

Des Moines, IA
Charlotte, NC
Raleigh, NC
Richmond, VA
Grand Island, NE
Minneapolis, MN
St. Louis, MO
Chicago, IL
Denver, CO
Salt Lake City, UT
Atlanta, GA
Dallas, TX
Fort Worth, TX
Phoenix, AZ
Miami, FL
Tampa, FL
Jacksonville, FL
Orlando, FL
San Diego, CA
Bridgewater, NJ
Cherry Hill, NJ
Princeton, NJ
Austin, TX

Work Type

Hybrid
Remote

Experience Level

2+ years experience
Principal

Education Level

Bachelor's degree or equivalent

Salary/Compensations

$26.83 - $38.61 / hour
Grand Island: $26.83 - $31.59 / hr
Des Moines/Tampa: $28.32 - $33.34 / hr
Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $35.10 / hr
Minneapolis/Princeton/Denver: $32.79 - $38.61 / hr

Benefits

Personal Time Off (PTO)
Pension Eligible
Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

About the Company

Principal is seeking financial professionals to join our Retirement and Income Solutions - Principal Connection team.
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 offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Equal Opportunity

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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.