Remote Financial Consultant I — Retirement & Wealth

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

Benefits offered by this job

Hybrid/Remote flexibility

Job summary

Principal Financial Group in Tampa, FL seeks a Financial Consultant I to join our Retirement and Income Solutions – Principal Connection team. You will deliver expert investment advisory services via our call center to a diverse client base, guiding them toward informed financial choices with compliance and care.

As a trusted advisor, you’ll translate complex concepts into clear guidance, build lasting relationships, and support clients through their investment journey.

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience in financial services.
• Ability to obtain registered representative approval across all 50 states.
• Excellent verbal and written communication skills on the phone.
• Proficiency with desktop technology and digital communication.

Responsibilities

• Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events.
• Facilitate transactions and coordinate introductions to specialized teams as needed.
• Conduct consultative conversations focused on clients’ goals and risk tolerance.
• Simplify complex financial concepts for informed decisions.
• Maintain documentation of customer interactions and ensure data security.

Skills

Verbal communication

Written communication

Active listening

Relationship building

Time management

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group in Tampa, FL seeks a Financial Consultant I to join our Retirement and Income Solutions – Principal Connection team. You will deliver expert investment advisory services via our call center to a diverse client base, guiding them toward informed financial choices with compliance and care.

As a trusted advisor, you’ll translate complex concepts into clear guidance, build lasting relationships, and support clients through their investment journey.