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Principal Financial Group · 1 day ago

Associate Director - Wealth Advisory (AZ)

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$75K/yr - $101K/yr

2+ years exp

Principal Financial Group is seeking an Associate Director for Wealth Advisory in Arizona. This role drives sales activities, partners with internal wholesalers, and is accountable for achieving sales targets while managing broker dealer relationships.

Financial ServicesInsurance

No H1B

U.S. Citizen Only

Responsibilities

Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share

May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams

Highest level of integrity and presentation skills

Qualification

FINRA licensingInvestment products knowledgeFinancial markets knowledgeSales experienceAdvanced designationsAnalytical skillsInterpersonal skillsPresentation skillsCommunication skillsMotivational skills

Required

Bachelor's degree or equivalent required and 2+ years sales specific industry experience (investment products, capital markets, partnering with advisors)

FINRA licensing required including SIE or equivalent and series 7

Series 63 required within 45 days

Excellent knowledge of investment products and financial markets required

Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required

Must have strong presentation, and oral and written communication skills

Good training and motivational skills are necessary

Must be able to maintain a high degree of confidentiality

Travel required, including overnight stays

Preferred

Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®)

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