Financial Consultant I - Retirement & Connection (Remote)

Principal Financial Group; Chicago (IL); Hybrid; USD 37,000 - 53,000; Full time

Job summary

Principal Financial Group is seeking a Financial Consultant I to deliver expert investment advisory services via our call center. You will engage a diverse client base, including direct-to-consumer prospects and participants in employer-sponsored retirement plans, building trust and guiding investment decisions with compliant, personalized guidance.

Responsibilities include educating on benefit events, coordinating with specialized teams, and maintaining meticulous documentation while adhering

Qualifications

• 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 over the phone.
• Proficiency with computer desktop technology and digital communication mediums.
• Detailed knowledge and expertise involving retail investments products and employer-sponsored retirement plans.

Responsibilities

• Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events.
• 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.
• 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.

Skills

Verbal communication

Written communication

Client relationship building

Time management

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group is seeking a Financial Consultant I to deliver expert investment advisory services via our call center. You will engage a diverse client base, including direct-to-consumer prospects and participants in employer-sponsored retirement plans, building trust and guiding investment decisions with compliant, personalized guidance.

Responsibilities include educating on benefit events, coordinating with specialized teams, and maintaining meticulous documentation while adhering