[Remote] Financial Consultant I – Principal Connection

Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is hiring a Financial Consultant I for its Retirement and Income Solutions–Principal Connection team. The role provides investment advisory services by phone, helping clients understand their financial needs, evaluate solutions, complete transactions, and make informed decisions while maintaining compliant client relationships.

Responsibilities

• Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events, helping them understand their investment and risk-based needs and appropriate product solutions
• Facilitate transactions and coordinate introductions to specialized teams as needed to support customer goals and asset retention
• Conduct consultative conversations focused on clients’ goals and best interests, assessing financial objectives, risk tolerance, and time horizons to recommend tailored solutions
• Simplify complex financial concepts to help clients make informed decisions with confidence
• Use active listening, emotional intelligence, and effective communication to understand customer needs, identify additional opportunities, and build strong relationships that reflect the One Principal culture
• Maintain accurate documentation of customer interactions and ensure secure, compliant handling of customer data and transactions
• Adhere to compliance and risk management standards, including required regulatory training, licenses, and designations
• Manage client pipelines and application follow-up through timely and professional communication

Skills

• Bachelor's degree or equivalent plus 2+ years' experience
• Ability to obtain approval as a registered representative across all 50 states and Washington, D.C
• Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone
• Proficiency with computer desktop technology and digital communication mediums
• Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans
• Hard-working and able to make decisions that are in the best interest of our customers
• This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household
• Ability to work independently, be a self-starter, and demonstrate confidence in decisions
• Strong efficiency with time management and organizational skills
• SIE and Series 7 licenses are required
• Series 66, OR
• Both Series 63 and Series 65
• We're not considering applicants 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
• Preferably in the financial services industry
• Drive to constantly improve the customer experience working in a collaborative team-based culture

Benefits

• Non-sales positions have the opportunity to participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan.
• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
• Pension eligible.
• This role offers hybrid and remote work arrangements.
• A shift differential may be provided for hours worked starting at 6:00 PM.

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