Remote Financial Consultant I: Retirement Guidance

Principal Financial Group; Richmond (VA); Hybrid; USD 37,000 - 53,000; Full time

Job summary

Principal Financial Group is seeking a Financial Consultant I to provide expert investment advisory services via our call center. You will support a diverse client base, including direct-to-consumer prospects and retirement plan participants, while building trusted relationships.

You will help clients understand financial concepts and navigate investment choices with personalized, compliant guidance. The role emphasizes client-first service, documentation, and adherence to regulations, with

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience, preferably in the financial services industry.
• Excellent verbal and written communication skills and the ability to establish trust with customers over the phone.
• Proficiency with computer desktop technology and digital communication mediums.

Responsibilities

• Provide advisory services through call center to a diverse client base.
• Explain investment options and guide clients toward appropriate solutions.
• Conduct consultative conversations to assess goals, risk tolerance, and time horizons.
• Maintain accurate documentation of client interactions and ensure data security.

Skills

Communication

Customer service

Financial knowledge

Time management

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group is seeking a Financial Consultant I to provide expert investment advisory services via our call center. You will support a diverse client base, including direct-to-consumer prospects and retirement plan participants, while building trusted relationships.

You will help clients understand financial concepts and navigate investment choices with personalized, compliant guidance. The role emphasizes client-first service, documentation, and adherence to regulations, with