AVP-Advanced Solutions

Principal International; Des Moines (IA); Hybrid; USD 179,000 - 285,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid/Remote options

Job summary

Principal Asset Management is seeking an AVP to provide planning and direction for our advanced solutions team. You’ll apply deep tax, legal, and accounting expertise to complex estate, business, executive benefit, and personal planning cases.

You’ll also draft marketing materials, educate professionals, and lead cross‑department initiatives with a focus on impactful client solutions. Strong leadership and regulatory knowledge are essential.

Qualifications

• Juris Doctor degree; bar admission in at least one state or CPA designation.
• 10+ years of related experience in estate, business, and personal planning.
• CLU/ChFC/CFP designation required; FINRA Series 6 within 18 months of hire.

Responsibilities

• Provide planning and direction for the advanced solutions area across estate, business, executive benefit, and personal planning cases.
• Offer specialized tax, legal and accounting expertise to producers, attorneys, and clients.
• Draft and design marketing and instructional materials for courses, seminars, and meetings.
• Lead activities for the advanced solutions area and coordinate with other home office departments.
• Manage and motivate staff to deliver effective solutions.
• Provide point-of-sale support on highly complex, large cases.
• Maintain expert knowledge of tax and legal matters in estate planning and personal planning.
• Perform other job-related duties and special projects as required.

Skills

Estate planning

Tax expertise

Legal knowledge

Leadership

Education

Juris Doctor

Job description

What You’ll Do

We’re looking for an AVP to join our Business and Advanced Solutions team! In this role, you'll provide planning and direction for the advanced solutions area and use technical knowledge to contribute to the successful marketing of business unit products relating to estate, business, executive benefit, and personal planning cases.

You’ll Also Have The Opportunity To:

• Provide expertise, analysis, and recommendations to producers, regional market centers, home office, and/or clients' professional advisors regarding complex estate, business, executive benefit, and financial planning cases. This includes providing specialized tax, legal, and accounting expertise.
• Draft and design marketing and sophisticated written materials for producers, attorneys, marketing and trust officers, and accountants. Design and present instructional materials for courses, seminars, and meetings to educate producers, attorneys, and CPAs.
• Direct activities for advanced solutions area and participate in strategic planning for advanced solutions and business market segment. Work with and through other home office departments to provide effective solutions and systems.
• Manage and motivate staff in the most effective manner possible.
• Provide point-of-sale assistance on highly complex, large cases.
• Maintain the highest level of expertise in tax and legal matters concerning estate, business, executive benefit, and personal planning. Provide expertise to advanced solutions staff.
• Perform other job-related duties and special projects as required.

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!

Who You Are

• Requires a law degree from an accredited law school, admittance to the bar in at least one state or CPA designation, licensed in at least one state, plus 10 or more years related experience
• Must have a broad understanding of the sales process and comprehensive knowledge of state and federal laws relating to estate planning and business insurance
• A solid understanding of qualified plans as well as an appreciation of product features and market trends is required
• A CLU, ChFC, and/or CFP designation is required
• FINRA Series 6 registration is required or must be obtained within 18 months of employment

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)

$179,000 - $285,000 / 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

Work Environments

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.). Strong preference for this role based in Des Moines, IA. You’ll work with your leader to figure out which option may align best based on several factors.

Job Level

We’ll consider talent at the next level with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

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 organization.

Experience Principal

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.

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.

Original Posting Date

9/18/2026

Most Recently Posted Date

9/18/2026

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