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Principal Financial Group · 1 week ago

Wealth Sales Associate (Internal Wholesaler)

Des Moines, IA

Full-time

Hybrid

Entry Level

$48K/yr - $66K/yr

1+ years exp

Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. The Wealth Sales Associate role involves supporting sales and developing relationships with Registered Investment Advisors by handling inquiries and identifying sales opportunities.

Financial ServicesInsurance

No H1B

Responsibilities

Proactive outreach to engage advisors (phone, email, meetings)

Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc

Learn to identify new sales opportunities and providing follow up

Qualification

FINRA licensingIndustry-related experienceETFsMutual FundsPersuasive communicationPresentation skills

Required

Bachelor's degree or 8 years of equivalent experience

1+ years of industry-related experience is necessary

FINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licenses

Requires ability to work independently

Persuasive written and verbal communication (including telephone) skills

Excellent presentation skills

Travel as needed to support territory or conference needs (every other month at a minimum)

Preferred

Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees