Market Growth Consultant – Investment Solutions

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

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.