Financial Consultant I — Retirement & Investments (Remote)

Principal Financial Group; Denver (CO); Hybrid; USD 37,000 - 53,000; Full time

Benefits offered by this job

Hybrid/Remote work options

Pension eligible

Time Off Program

Job summary

Principal Financial Group in Denver seeks a Financial Consultant I to provide expert investment advisory services through our call center to a diverse client base, including direct-to-consumer prospects, retail investment account holders, and participants in employer-sponsored retirement plans.

You will combine financial expertise with exemplary service to help clients navigate their investment journey, build financial security, and make confident decisions.

Qualifications

• Bachelor's degree required or equivalent plus 2+ years’ experience in financial services.
• Ability to obtain registration as a registered representative across all 50 states and Washington, D.C.
• Strong communication skills and comfort with phone-based advisory work.

Responsibilities

• Provide investment advisory services to diverse client base via call center.
• Facilitate transactions and coordinate with specialized teams to support client goals.
• Conduct consultative conversations assessing goals, risk tolerance, and time horizons.

Skills

2+ years in financial services

Licensing knowledge: Series 7

Licensing knowledge: Series 66 or 63/5

State registrations eligibility

Education

Bachelor's degree or equivalent

Tools

SIE

Series 7

Job description

Principal Financial Group in Denver seeks a Financial Consultant I to provide expert investment advisory services through our call center to a diverse client base, including direct-to-consumer prospects, retail investment account holders, and participants in employer-sponsored retirement plans.

You will combine financial expertise with exemplary service to help clients navigate their investment journey, build financial security, and make confident decisions.