Senior AVP, Advanced Solutions - Estate & Wealth Planning

Principal International; Des Moines (IA); Hybrid; USD 179,000 - 285,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid/Remote options

Job summary

Principal Asset Management is seeking an AVP to provide planning and direction for our advanced solutions team. You’ll apply deep tax, legal, and accounting expertise to complex estate, business, executive benefit, and personal planning cases.

You’ll also draft marketing materials, educate professionals, and lead cross‑department initiatives with a focus on impactful client solutions. Strong leadership and regulatory knowledge are essential.

Qualifications

• Juris Doctor degree; bar admission in at least one state or CPA designation.
• 10+ years of related experience in estate, business, and personal planning.
• CLU/ChFC/CFP designation required; FINRA Series 6 within 18 months of hire.

Responsibilities

• Provide planning and direction for the advanced solutions area across estate, business, executive benefit, and personal planning cases.
• Offer specialized tax, legal and accounting expertise to producers, attorneys, and clients.
• Draft and design marketing and instructional materials for courses, seminars, and meetings.
• Lead activities for the advanced solutions area and coordinate with other home office departments.
• Manage and motivate staff to deliver effective solutions.
• Provide point-of-sale support on highly complex, large cases.
• Maintain expert knowledge of tax and legal matters in estate planning and personal planning.
• Perform other job-related duties and special projects as required.

Skills

Estate planning

Tax expertise

Legal knowledge

Leadership

Education

Juris Doctor

Job description

Principal Asset Management is seeking an AVP to provide planning and direction for our advanced solutions team. You’ll apply deep tax, legal, and accounting expertise to complex estate, business, executive benefit, and personal planning cases.

You’ll also draft marketing materials, educate professionals, and lead cross‑department initiatives with a focus on impactful client solutions. Strong leadership and regulatory knowledge are essential.