Director- Wealth Advisory

Principal Financial Group, Inc.; Minneapolis (MN); Remote; USD 100,000; Full time

Job summary

A leading financial services firm is seeking an experienced sales professional to drive sales activities and manage broker relationships in Minnesota and nearby states. The role requires a strong background in financial markets and investment products, along with proven sales experience. Competitive compensation package with base salary and incentive earnings included. This position is remote but candidates must reside within the specified territory.

Benefits

Flexible Time Off

Pension Eligible

Comprehensive benefits offerings

Qualifications

• 4+ years related industry experience with at least two in sales.
• FINRA licensing required (SIE, Series 7 and 63).
• Ability to travel for business required.

Responsibilities

• Drive sales activities for Principal Funds Distribution.
• Develop and implement sales plans to grow market share.
• Manage broker dealer relationships and achieve sales targets.

Skills

Knowledge of financial markets

Sales experience

Relationship management

Public speaking

Proficiency in investment products

Education

Bachelor's degree or equivalent

Job description

What You'll Do

We have two opportunities to drive sales activities for Principal Funds Distribution throughout either the Dakotas and Minnesota or WI and the Upper Peninsula of MI. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds.

Other responsibilities will include:

• Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
• May provide input on marketing, product development, shareholder / broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
• Highest level of integrity and presentation skills.

If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you!

Apply today!

Note: Heavy incentive component in addition to salary listed.

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

• Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
• FINRA licensing required including SIE or equivalent, series 7 and 63
• Significant public speaking is required
• Proficiency is extremely important
• Demonstrated product expertise and broad understanding of overall product portfolio required
• Knowledge of investment products and financial markets needed
• Travel required

Salary Range Information

This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$100000 - $100000 / 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

No Locations

This is a remote position that is required to live within territory : Minneapolis, MN or Milwaukee, WI

Job Level

Open to hiring at a Sr. Director for the right skills and experiences.

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.

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: 9 / 12 / 2025

Most Recently Posted Date: 9 / 12 / 2025

LinkedIn Hashtag

#LI-BS1