Remote Financial Consultant I — Retirement & Investment Guidance

Principal Financial Group; Fort Worth (TX); Hybrid; USD 37,000 - 53,000; Full time

Job summary

Principal Financial Group in the United States seeks a Financial Consultant I to provide expert investment advice via our call center for a diverse client base, including direct-to-consumer prospects and retirement plan participants.

You will combine financial expertise with exceptional service to guide clients through their investment journey, build trust, and help secure their financial futures. Licensing and regulatory training are required, with flexible hybrid/remote work options available.

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience in financial services.
• Ability to obtain approval as a registered representative across all 50 states and Washington, D.C.
• Excellent verbal and written communication skills and the ability to build trust over the phone.
• Proficiency with desktop technology and digital communication tools.
• Knowledge of retail investments products and employer-sponsored retirement plans.
• Strong work ethic with a customer‑centric relationship focus.
• Ability to work independently and be a self-starter.
• Commitment to improving customer experience in a team-based environment.
• Strong time management and organizational skills.

Responsibilities

• Provide benefit event education to former participants and retirement plan holders.
• Facilitate transactions and coordinate introductions to specialized teams.
• Conduct consultative conversations focused on clients’ goals and risk tolerance.
• Explain complex financial concepts in an understandable way.
• Use active listening and communication to identify needs and opportunities.
• Document customer interactions accurately and handle data securely.
• Adhere to compliance standards and complete required regulatory training.
• Manage client pipelines and follow up professionally.

Skills

Verbal communication

Written communication

Customer service

Time management

Self-starter

Independent worker

Education

Bachelor's degree or equivalent

Tools

SIE license

Series 7

Series 66

Series 63/65

Job description

Principal Financial Group in the United States seeks a Financial Consultant I to provide expert investment advice via our call center for a diverse client base, including direct-to-consumer prospects and retirement plan participants.

You will combine financial expertise with exceptional service to guide clients through their investment journey, build trust, and help secure their financial futures. Licensing and regulatory training are required, with flexible hybrid/remote work options available.