Financial Counselor jobs in the United States

We’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.

• Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
• Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
• Assist in uncovering current or potential retail customer needs
• Perform other job-related duties and projects as they arise.

This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

• Bachelor's degree or equivalent plus 2 years’ experience, preferably in the financial services industry.
• SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
• Successfully being approved as a registered representative by all 50 States and Washington DC.
• Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
• Proficiency with computer desktop technology and digital communication mediums.
• Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
• Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
• Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
• Drive to constantly improve the customer experience working in a collaborative team-based culture.
• Strong efficiency with time management and organizational skills.

Shift Differential

This position will provide a shift differential starting at 6pm for hours worked.

Location(s)

This role offers in-office, hybrid and remote work arrangements . You’ll work with your leader to figure out which option may align best based on several factors. We are hiring in: Des Moines,IA  - Charlotte,NC - Grand Island, NE - Minneapolis, MN  - St. Louis, MO - Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL - Jacksonville, FL . 

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. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

Experience Principal

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. Check out our careers site to learn more about our purpose, values and benefits.

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.