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Wealth Service Associate
Wealth Service AssociatePrincipal Financial Group, Inc. • USA, North Carolina, Charlotte
Wealth Service Associate

Wealth Service Associate

Principal Financial Group, Inc. • USA, North Carolina, Charlotte
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What You'll Do

This role focuses on the advisor experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.

Here are a few examples of the kinds of things you'll do :

  • Respond to service requests from directors, internal wholesalers and internal sales managers
  • Solve for needs across products : mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
  • Learn to identify new sales opportunities

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!

Apply today!

Who You Are

  • Bachelor's degree or 8 years of equivalent experience
  • 1+ years of industry-related experience is necessary
  • FINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licenses
  • Requires ability to work independently
  • Persuasive written and verbal communication (including telephone) skills
  • Excellent presentation skills
  • Travel as needed to support territory or conference needs

    • Preferred Skills :

  • Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds

    • Salary Range Information

    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.

    Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

    $22.07 - $39.81 / hour

    Time Off Program

    Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

    Pension Eligible

    No Location

    This role may be based in either Des Moines, IA, or Charlotte, NC.

    Work Environment

    This role offers the ability for in-office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office and 2 days work from home. Management reserves the right to adjust the days required in office.

    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.

    Posting Window

    We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

    Original Posting Date

    10 / 15 / 2025

    Most Recently Posted Date

    10 / 16 / 2025

    LinkedIn Hashtag

    #LI-BS1

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    Wealth Associate • USA, North Carolina, Charlotte