Wealth Sales Associate (Internal Wholesaler)

Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. The Wealth Sales Associate role involves supporting sales and developing relationships with Registered Investment Advisors by handling inquiries and identifying sales opportunities.ResponsibilitiesProactive outreach to engage advisors (phone, email, meetings)Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etcLearn to identify new sales opportunities and providing follow upSkillsBachelor's degree or 8 years of equivalent experience1+ years of industry-related experience is necessaryFINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licensesRequires ability to work independentlyPersuasive written and verbal communication (including telephone) skillsExcellent presentation skillsTravel as needed to support territory or conference needs (every other month at a minimum)Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual FundsBenefitsFlexible 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 OverviewPrincipal 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. It was founded in 1879, and is headquartered in Des Moines, Iowa, USA, with a workforce of 10001+ employees. Its website is https://www.principalam.com/.



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