Market Consultant - Advisory

Principal Financial Group • Des Moines, IA

7d

About The Position

Principal is seeking a goal-driven, relationship-oriented Market Consultant - Advisory to partner with financial advisors, identify opportunities, and grow business across a diverse investment platform. The position works directly with financial professionals to deliver investment solutions, generate new business, and support territory growth alongside experienced external wholesalers. It is a sales-focused role with compensation comprising a base salary and performance-based incentives; the annual incentive target is 70% of base salary, and total compensation may exceed the base salary depending on individual performance.

Requirements

• Bachelor's degree or equivalent experience.
• At least 1 year of financial services and broker-dealer experience.
• Ability to manage inbound and outbound advisor conversations during peak business hours.
• Strong written and verbal communication skills.
• Candidates without existing licenses must obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 within 90 days of hire.

Nice To Haves

• Advisory or fee-based managed account experience.
• Experience with Envestnet, Morningstar Advisor Workstation, and TAMP platforms.
• Existing industry licenses.

Responsibilities

• Proactively engage financial advisors through outbound sales calls and strategic follow-up.
• Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
• Partner with external wholesalers to execute territory business plans and drive asset growth.
• Present investment solutions, including mutual funds, ETFs, model portfolios, SMAs, alternative investments, index funds, and retirement strategies.
• Identify advisor needs and provide sales ideas, product recommendations, and business-building strategies.
• Generate and qualify leads and uncover new opportunities within assigned territories.
• Deliver product information, performance updates, and proposal support to advisors.
• Support advisor meetings, conferences, and sales events.
• Use Salesforce to track sales activity, manage opportunities, and document advisor interactions.
• Travel periodically to strengthen relationships and support territory initiatives.

Benefits

• Inclusive and competitive benefits that support physical, financial, and social well-being.
• Pension eligibility.

What This Job Offers

• Job Type: Full-time