Market Consultant - Advisory

Principal Financial Group; Des Moines (IA); On-site; USD 68,000 - 83,000; Full time

Job summary

Principal Financial Group seeks a Market Consultant - Advisory to partner with financial advisors, uncover opportunities, and help grow assets across a diverse investment platform. The role involves outbound calls, relationship building with advisors and broker-dealers, and collaboration with external wholesalers to execute territory plans.

You will present investment solutions, qualify leads, and support meetings and events, with Salesforce tracking and periodic travel.

Qualifications

• Bachelor's degree or equivalent experience.
• 1+ year of financial services and broker-dealer experience required.
• Advisory or fee-based managed account experience strongly preferred.
• Experience with Envestnet, Morningstar Advisor Workstation, and TAMP platforms strongly preferred.
• Ability to manage both inbound and outbound advisor conversations during peak business hours.
• Strong written and verbal communication skills.
• Limited travel, including occasional overnight travel.

Responsibilities

• Proactively engage financial advisors through outbound sales calls and strategic follow-up.
• Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
• Partner with external wholesalers to execute territory business plans and drive asset growth.
• Present investment solutions including mutual funds, ETFs, model portfolios, SMAs, alternative investments, index funds, and retirement strategies.
• Identify advisor needs and provide sales ideas, product recommendations, and business-building strategies.
• Generate and qualify leads while uncovering new opportunities within assigned territories.
• Deliver product information, performance updates, and proposal support to advisors.
• Support advisor meetings, conferences, and sales events.
• Leverage Salesforce to track sales activity, manage opportunities, and document advisor interactions.
• Travel periodically to strengthen relationships and support territory initiatives.

Skills

Outbound sales calls

Relationship building

Advisor engagement

Sales strategy

Education

Bachelor's degree or equivalent experience

Tools

Envestnet

Morningstar Advisor Workstation

TAMP platforms

Job description

What You'll Do

Are you driven by goals, energized by building relationships, and motivated by the opportunity to increase your earnings through sales success? We're seeking a highly motivated Market Consultant - Advisory to partner with financial advisors, uncover opportunities, and help drive growth across a diverse investment platform.

In this role, you'll work directly with financial professionals, deliver investment solutions, generate new business opportunities, and support territory growth alongside experienced external wholesalers. If you're looking for a sales-focused opportunity with strong compensation potential and a clear path for career advancement, we'd love to connect with you.

• Proactively engage financial advisors through outbound sales calls and strategic follow-up.
• Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
• Partner with external wholesalers to execute territory business plans and drive asset growth.
• Present investment solutions including mutual funds, ETFs, model portfolios, SMAs, alternative investments, index funds, and retirement strategies.
• Identify advisor needs and provide sales ideas, product recommendations, and business-building strategies.
• Generate and qualify leads while uncovering new opportunities within assigned territories.
• Deliver product information, performance updates, and proposal support to advisors.
• Support advisor meetings, conferences, and sales events.
• Leverage Salesforce to track sales activity, manage opportunities, and document advisor interactions.
• Travel periodically to strengthen relationships and support territory initiatives.

*Sales positions are eligible for sales incentives whereby total compensation may far exceed base salary depending on individual performance. This role has an annual incentive target of 70% in addition to the base salary.

Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose-oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, and customer dedication have made us a reliable leader for more than 140 years!

Who You Are

• Bachelor's degree or equivalent experience.
• 1+ year of financial services and broker-dealer experience required.
• Advisory or fee-based managed account experience strongly preferred.
• Experience with Envestnet, Morningstar Advisor Workstation, and TAMP platforms strongly preferred.
• Ability to manage both inbound and outbound advisor conversations during peak business hours.
• Strong written and verbal communication skills.
• Limited travel, including occasional overnight travel.

Licensing

Preference given to candidates who already hold industry licenses. Candidates not currently licensed must obtain the following within 90 days of hire:

• Securities Industry Essentials (SIE)
• Series 7
• Series 66

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)

$75000 - $75000 / year

Pension Eligible

Yes

Work Authorization/Sponsorship

At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please use the following links:

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Ethics Code

In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.

Experience Principal

At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. Our inclusive and competitive benefits protect physical, financial, and social well-being. Check 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.

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.