Retirement Investment Advisor – Hybrid/Remote

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

Benefits offered by this job

PTO

Pension eligible

Hybrid/remote options

Job summary

Principal Financial Group seeks a Financial Consultant I to deliver expert investment guidance via our call center to a diverse client base, including direct-to-consumer prospects and employer-sponsored retirement plans. The role emphasizes building trusted relationships, simplifying complex financial concepts, and ensuring compliant client interactions.

Key responsibilities include education on benefit events, guiding clients through tailored solutions, and maintaining thorough documentation.

Qualifications

• Bachelor's degree or equivalent plus 2+ years’ experience in financial services.
• Strong verbal and written communication skills.
• Ability to obtain registration as a registered representative across all 50 states and DC.

Responsibilities

• Provide investment advisory services to a diverse client base over the call center.
• Engage in consultative conversations addressing clients’ goals, risk tolerance and time horizons.
• Maintain documentation and ensure secure handling of client data and transactions.

Education

Bachelor's degree

2+ years’ experience

Tools

SIE license

Series 7

Series 66

Job description

Principal Financial Group seeks a Financial Consultant I to deliver expert investment guidance via our call center to a diverse client base, including direct-to-consumer prospects and employer-sponsored retirement plans. The role emphasizes building trusted relationships, simplifying complex financial concepts, and ensuring compliant client interactions.

Key responsibilities include education on benefit events, guiding clients through tailored solutions, and maintaining thorough documentation.