Principal Financial Planning Business Consultant in Des Moines, Iowa
As a Financial Planning Business Consultant you will lead all advisor training, development and support of the holistic financial planning process to include; talk track, fact finding, data entry, systems training, case consultation, value add case design, plan reviews and plan approvals. You will also author, develop and effectively communicate sales practice processes and training material to the field for both fee-based and non-fee-based services. Utilize your understanding of financial planning concepts to help train our advisors to build effective financial plans for their clients. Assist with developing new services and define implementation processes to enhance the RIA and BD product offerings for the purposes of retaining and recruiting advisors.
Here are a few examples of the kinds of things you'll do when you join our Financial Planning team:
Collaborate with business partners on the training and development program to create consistency in the advisor experience.
Promote Principal Securities Incorporated (PSI) RIA's fee-based financial planning and other services. Includes assisting with the development of tools and communications.
Assist with developing new services and define implementation processes to enhance the RIA and BD product offerings for the purposes of retaining and recruiting advisors.
Support outside product relationships by providing support and training to advisors and managing requests for new selling agreements. Includes assisting with audits related to the support provided.
Assist PSI Marketing team with other activities, which includes assisting in recruiting of agency managers and advisors by explaining and promoting PSI's financial planning products and services.
This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more!
We are looking for someone with:
Bachelor's degree, or equivalent required plus at least 6 years of related experience
Training experience required, preferably in a sales or marketing area
FINRA Series 6 or 7 and Series 65 or 66 required; Series 24 recommended
Must have excellent communication skills, including large group presentation skills
Successful candidate will have the following:
Familiarity with financial planning services, markets and the trading process.
Industry certifications such as ChFC, CFP or CFA preferred
Life & Health Insurance license(s) helpful
Product knowledge of needs analysis or financial planning software helpful (MoneyGuide Pro & eMoney)
Ability to travel 10% of the time
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Requisition ID: 2021-31760
Enterprise Segment: USIS
External Company Name: Principal Financial Group
Street: 655 9th St
FLSA Status: Exempt