Remote Financial Consultant I: Retirement Solutions

Principal Financial Group; Jacksonville (FL); Hybrid; USD 37,000 - 53,000; Full time

Job summary

Principal Financial Group seeks a Financial Consultant I in Jacksonville, FL, providing investment advisory services to a diverse client base via our call center. You will educate participants about benefit events, assess goals, risk tolerance, and time horizons, and coordinate with specialized teams to support client needs.

You’ll build trusted relationships, simplify complex concepts, and ensure compliant, accurate documentation while adhering to licensing and ethics standards.

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience in financial services.
• Ability to obtain registration as a representative across all 50 states and DC.
• Excellent verbal and written communication skills for phone-based advisory work.
• Proficiency with desktop technology and digital communication tools.
• Detailed knowledge of retail investments and employer-sponsored retirement plans.
• Self-starter who can work independently and manage time effectively.
• Commitment to customer service and building trusted client relationships.
• Willingness to adhere to licensing and ethics requirements.

Responsibilities

• Provide expert investment advisory services via call center to a diverse client base.
• Educate participants about benefit events and appropriate product solutions.
• Conduct consultative conversations to assess goals, risk tolerance, and time horizons.
• Facilitate transactions and coordinate introductions to specialized teams.
• Maintain compliant, accurate documentation of client interactions.
• Pursue opportunities to deepen client relationships and support retention.

Skills

Customer service

Verbal communication

Written communication

Time management

Self-starter

Financial services

Retail investments

Regulatory compliance

Education

Bachelor's degree

Job description

Principal Financial Group seeks a Financial Consultant I in Jacksonville, FL, providing investment advisory services to a diverse client base via our call center. You will educate participants about benefit events, assess goals, risk tolerance, and time horizons, and coordinate with specialized teams to support client needs.

You’ll build trusted relationships, simplify complex concepts, and ensure compliant, accurate documentation while adhering to licensing and ethics standards.