36 applicants

Company

Principal Financial Group · 20 hours ago

Business Management - Sr Associate Financial Planning

Des Moines, IA

Full-time

Remote

Mid, Senior Level

$64K/yr - $121K/yr

4+ years exp

Maximize your interview chances

Financial ServicesInsurance

No H1B

Insider Connection @Principal Financial Group

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Advisor Support - Responsible to help advisors with general education on retirement plans and general investment questions. Educate advisors on new tools, etc. to best leverage and generate prospect opportunities, increased efficiencies and client satisfaction. Lead discussions with advisors, and potentially employees, regarding aspects of the investment choices in the plan.

Business Transformation - Assist in ongoing financial planning and retirement plan projects focused on improving efficiency, enhancing value creation and leverage data for better decision making.

Marketing - Assist with providing insight into development of marketing/product materials for the financial planning and retirement plans, resulting in additional market opportunities.

Market Environment - Must maintain knowledge of market conditions and determine which assets may be favorable based on current conditions.

Regulatory Support - Working in conjunction with Compliance and Legal, continually monitoring the regulatory and legal environment for retirement plans.

Establish and maintain effective working relationships with staff throughout the organization in support of retirement plans. Will partners with various departments, advisors, and outside professionals to educate and promote our retirement plan investment capabilities.

Perform other duties and special projects as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FINRA Series 6/7FINRA Series 65/66CFP®ChFC®CLU®PFS®Financial PlanningRetirement PlansAnalytical ToolsSpreadsheet ApplicationsPresentation Applications

Required

Bachelor's degree or equivalent experience, 4 plus related years of experience

FINRA Series 6/7 and Series 65/66 required with the ability to meet firm standards for registration within applicable jurisdictions.

Solid written and verbal communication as well as organizational and time-management skills

Good analytical skills and strong understanding of financial planning/advice and retirement plans

Ability to use analytical tools and excellent knowledge of word processing, spreadsheet and presentation applications

Able to work independently and must be adept at managing multiple requests with strict deadlines

Some travel may be required (10-15%)

Preferred

CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), or PFS® (Personal Financial Specialist) is a plus, but not 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.

Pension Eligible

Company

Principal Financial Group

Glassdoor

3.9

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

10,001+ employees