Wealth Service Associate

Advisor Experience Support Role

This role focuses on the advisor experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the kinds of things you'll do :

• Respond to service requests from directors, internal wholesalers and internal sales managers
• Solve for needs across products : mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
• Learn to identify new sales opportunities

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!

Who You Are :

Salary Range Information :

Salary ranges below reflect targeted base salaries. 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, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) : $22.07 - $39.81 / hour

Time Off Program :

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 : No

Location :

This role may be based in either Des Moines, IA, or Charlotte, NC.

Work Environment :

This role offers the ability for in-office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office and 2 days work from home. Management reserves the right to adjust the days required in office.

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.

Investment Code of Ethics :

For Principal Asset Management 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.

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.