Financial Consultant I: Retirement & Investment Advisor

Principal Financial Group; Grand Island (NE); Hybrid; USD 37,000 - 53,000; Full time

Benefits offered by this job

Pension Eligible

Job summary

Principal Financial Group is seeking a Financial Consultant I to provide expert investment advisory services via our call center to a diverse client base, including direct-to-consumer prospects and retirement plan participants. In this role you will blend financial expertise with superior service to help clients navigate their investment journey, build financial security, and make informed decisions.

The position requires a Bachelor’s degree or equivalent and relevant licenses, with

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience in financial services.
• Must obtain registration as a representative across all U.S. states and DC.
• Excellent verbal and written communication skills for telephonic advisory work.
• Proficient with desktop software and digital communication tools.
• Retail investments knowledge and retirement plan experience are preferred.
• Strong work ethic, relationship focus, and independent decision-making.

Responsibilities

• Provide investment advisory services via call center to diverse clients.
• Deliver education on benefits events and product solutions.
• Conduct consultative conversations on goals, risk tolerance, and horizons.
• Facilitate transactions and coordinate with specialized teams.
• Maintain accurate, compliant client documentation and data handling.
• Adhere to regulatory training, licenses, and ethics standards.
• Manage client pipelines and timely follow-up communications.

Skills

Verbal communication

Written communication

Time management

Organizational skills

Customer service

Digital literacy

Education

Bachelor's degree or equivalent

SIE license

Series 7 license

Series 66 OR Series 63/65

Tools

FINRA licenses

Job description

Principal Financial Group is seeking a Financial Consultant I to provide expert investment advisory services via our call center to a diverse client base, including direct-to-consumer prospects and retirement plan participants. In this role you will blend financial expertise with superior service to help clients navigate their investment journey, build financial security, and make informed decisions.

The position requires a Bachelor’s degree or equivalent and relevant licenses, with