Associate Director - Wealth Advisory (DMV)

Principal Financial Group • Baltimore, MD

28d • $67,500 - $121,200

About The Position

This role drives sales activities for Principal Asset Management throughout DC, N. VA suburbs of DC, and Southern Maryland. 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. Apply today! Who You Are Bachelor's degree or equivalent required and 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 Advanced designations preferred (eg, CFP, CFA, CIMA, CAIA) 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 Travel required, including overnight stays 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. This position needs to be located within territory (DC, N. VA, Southern MD). 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. 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. 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.

Requirements

• Bachelor's degree or equivalent required and 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
• Travel required, including overnight stays

Nice To Haves

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

Responsibilities

• 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
• Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Number of Employees: 5,001-10,000 employees