Associate Director - Wealth Advisory (Fort Worth, TX)

Principal Financial Group • Fort Worth, TX

89d • $75,000 - $101,000

About The Position

This role drives sales activities for Principal Funds Distribution throughout Western Texas. 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! *Heavy incentive component in addition to salary listed.

Requirements

• Bachelor's degree or equivalent required.
• 2+ years sales specific industry experience (investment products, capital markets, partnering with advisors).
• FINRA licensing required including SIE or equivalent and series 7.
• Series 63 required within 45 days.
• Excellent knowledge of investment products and financial markets required.
• Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required.
• Must have strong presentation, and oral and written communication skills.
• Good training and motivational skills are necessary.
• Must be able to maintain a high degree of confidentiality.

Nice To Haves

• Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®).

Responsibilities

• Drive sales activities for Principal Funds Distribution throughout Western Texas.
• Partner closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.
• Achieve sales targets and manage broker dealer relationships within all channels.
• Develop, recommend and implement sales plans, activity reports and rotation schedules.
• Provide input on marketing, product development, shareholder/broker communications and integration of campaigns.

Benefits

• Flexible Time Off (FTO) for salaried employees.
• Opportunity to participate in a bonus program for non-sales positions.
• Sales positions are eligible for sales incentives and bonus plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees