Internal Investment Consultant

Principal Financial Group•Des Moines, IA

1d•Hybrid

About The Position

As an Internal Investment Consultant, you will play a key role at the intersection of financial services and client success, supporting advisors and clients in achieving their long-term financial goals. This role is ideal for driven individuals looking to contribute to a high-performing team while delivering meaningful impact through client engagement and investment solutions. Provide support for the sales activities of the External Investment Only team mainly from the home office. Focus on finding new advisors nationwide and maintaining current relationships. Develop plans with external investment-only wholesalers to increase sales within each designated territory; support all sales activities. Train and mentor other wholesalers as needed, applying your expertise to foster a collaborative and high-performing team environment. Sell our funds, educate on their availability, and direct the Platform Relationship Management Team towards additional TPA/Platform relationship targets. Position our funds appropriately by comparing investment line-ups and replacing existing positions with our products, ensuring flawless service delivery. Build and sustain connections with sales teams of priority TPA/Platform Relationships and inform others about TPA/Platform relationships. Serve as a resource for home office and external sales teams, providing insights and support to successfully implement sales strategies. Represent Principal Financial Group at industry conferences, networking and building relationships to further our mission. Be part of a team that is driven by purpose and motivated by our mission to make financial security accessible to all. Our integrity and customer focus have made us a trusted leader for more than 140 years!

Requirements

Bachelor's degree or equivalent, plus 3+ years of related experience required.
FINRA licensing required, including the SIE (or equivalent) and Series 7.
Series 63 must be obtained within 45 days of hire.
Demonstrated sales acumen and strong knowledge of investment products and funds.
Excellent organizational, problem-solving, presentation, and both verbal and written communication skills.
Proven ability to be self-motivated, creative, and proactive in achieving goals.
Strong analytical, negotiation, and collaboration skills.
Willingness to travel as needed.

Responsibilities

Provide support for the sales activities of the External Investment Only team mainly from the home office.
Focus on finding new advisors nationwide and maintaining current relationships.
Develop plans with external investment-only wholesalers to increase sales within each designated territory; support all sales activities.
Train and mentor other wholesalers as needed, applying your expertise to foster a collaborative and high-performing team environment.
Sell our funds, educate on their availability, and direct the Platform Relationship Management Team towards additional TPA/Platform relationship targets.
Position our funds appropriately by comparing investment line-ups and replacing existing positions with our products, ensuring flawless service delivery.
Build and sustain connections with sales teams of priority TPA/Platform Relationships and inform others about TPA/Platform relationships.
Serve as a resource for home office and external sales teams, providing insights and support to successfully implement sales strategies.
Represent Principal Financial Group at industry conferences, networking and building relationships to further our mission.