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Principal Financial Group · 11 hours ago

Director-Wealth Advisory (Ohio)

United States

Full-time

Remote

Mid Level

$100K/yr - $100K/yr

4+ years exp

Principal Financial Group is a purpose-led firm motivated by its mission to make financial security accessible to all. The Director-Wealth Advisory will drive sales activities throughout Ohio, partnering closely with the Internal Wholesaler to grow advisor relationships and achieve sales targets.

Financial ServicesInsurance

No H1B

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

Qualification

FINRA licensingSales experienceInvestment products knowledgePublic speakingFinancial markets knowledgeProficiencyIntegrityPresentation skills

Required

Bachelor's degree or equivalent required

4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors)

FINRA licensing required including SIE or equivalent, series 7 and 63

Significant public speaking is required

Proficiency is extremely important

Demonstrated product expertise and broad understanding of overall product portfolio required

Knowledge of investment products and financial markets needed

Travel required

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