Advisor Relationship Consultant (MW or Eastern region territory)
Principal Financial Group, Des Moines, Iowa, United States, 50319
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. You\'ll 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 to improve business efficiency. You\'ll contribute to retention and growth by providing support, tools and training to advisors and their staff, becoming a trusted business partner through dedicated service delivery. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We are 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! Who You Are
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, PowerPoint 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 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$69,300 - $126,000 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $69,300 - $94,500 / year Des Moines, IA: $73,150 - $99,750 / year Charlotte, NC: $77,000 - $105,000 / year Chicago/Minneapolis: $84,700 - $115,500 / year Los Angeles/New York City: $92,400 - $126,000 / year Time Off Program
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. Pension Eligible
Yes Location
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. Work Authorization/Sponsorship
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 consult the linked resources. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics
Investment Code of Ethics applies to Principal Asset Management positions and may apply to other positions across the organization. This includes personal and business conduct as well as personal trading activities for you and members of your household. Experience Principal
At Principal, we value connecting on both a personal and professional level. Our success depends on the unique experiences, backgrounds, and talents of our employees, and we support our employees with comprehensive, competitive benefit offerings. Check out our careers site to learn more about our purpose, values and benefits. 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 accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date
2/4/2026 Most Recently Posted Date
2/4/2026 LinkedIn Remote Hashtag #LI-Remote
#J-18808-Ljbffr
As an
Advisor Relationship Consultant III , you\'ll deliver on a firm focused partnership with advisors from one of our key partner firms. You\'ll 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 to improve business efficiency. You\'ll contribute to retention and growth by providing support, tools and training to advisors and their staff, becoming a trusted business partner through dedicated service delivery. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We are 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! Who You Are
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, PowerPoint 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 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$69,300 - $126,000 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $69,300 - $94,500 / year Des Moines, IA: $73,150 - $99,750 / year Charlotte, NC: $77,000 - $105,000 / year Chicago/Minneapolis: $84,700 - $115,500 / year Los Angeles/New York City: $92,400 - $126,000 / year Time Off Program
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. Pension Eligible
Yes Location
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. Work Authorization/Sponsorship
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 consult the linked resources. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics
Investment Code of Ethics applies to Principal Asset Management positions and may apply to other positions across the organization. This includes personal and business conduct as well as personal trading activities for you and members of your household. Experience Principal
At Principal, we value connecting on both a personal and professional level. Our success depends on the unique experiences, backgrounds, and talents of our employees, and we support our employees with comprehensive, competitive benefit offerings. Check out our careers site to learn more about our purpose, values and benefits. 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 accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date
2/4/2026 Most Recently Posted Date
2/4/2026 LinkedIn Remote Hashtag #LI-Remote
#J-18808-Ljbffr