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Director- Wealth Advisory

Director- Wealth Advisory

PrincipleMinneapolis, MN, US
10 hours ago
Job type
  • Permanent
Job description

Sales Position For Principal Asset Management

We have an opportunity to drive sales activities for Principal Asset Management throughout Minnesota. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. Other responsibilities will include : 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. Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Bachelor's degree or equivalent required and 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.

Salary Range Information : This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $100000 - $100000 / year.

Time Off Program : 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.

Locations : This is a remote position that is required to live within territory Minneapolis, MN.

Job Level : Open to hiring at a Sr. Director for the right skills and experiences.

Work Authorization / Sponsorship : At this time, 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. This includes, but is not limited to : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Experience Principal : At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers : with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. 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.

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Director • Minneapolis, MN, US

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