Talent.com
Director - Wealth Advisory / PFN

Director - Wealth Advisory / PFN

Principal Financial Group, Inc.USA, Iowa, Des Moines
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.permanent
job_description.job_card.job_description

What You'll Do

This role drive sales activities for Principal Funds Distribution through our relationship with Principal Financial Network Advisors. This position partners closely with the Internal Wholesaler 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!

Apply today!

  • Heavy incentive component in addition to salary listed.
  • 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!

    Who You Are

  • Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
  • FINRA licensing required including SIE or equivalent, series 7 and 63
  • Significant public speaking is required
  • Proficiency is extremely important
  • Demonstrated product expertise and broad understanding of overall product portfolio required
  • Knowledge of investment products and financial markets needed
  • Travel required
  • Salary Range Information

    This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

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

    $100000 - $100000 / year

    Time Off Program

    Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

    Pension Eligible

    No 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

    9 / 30 / 2025

    Most Recently Posted Date

    10 / 1 / 2025

    LinkedIn Remote Hashtag

    #LI-Remote

    LinkedIn Hashtag

    #LI-BS1

    serp_jobs.job_alerts.create_a_job

    Director Wealth • USA, Iowa, Des Moines

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Director of Major Gift Giving

    Director of Major Gift Giving

    The Salvation Army USA Central TerritoryClive, IA, United States
    serp_jobs.job_card.full_time
    The Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on the Bible. Its ministry is motivated by the love of God.Its mission is...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Strategic Partnerships

    Director of Strategic Partnerships

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Strategic Partnerships.Key Responsibilities Serve as the primary contact for assigned accounts, providing professional account services and communication B...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAmes, Iowa
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of People Strategy

    Director of People Strategy

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, People Business Partner.Key Responsibilities : Serve as a trusted advisor to senior executives, translating business goals into a people strategy Leverage dat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director of Partner Sales - Financial Services

    Director of Partner Sales - Financial Services

    Workiva, Inc.Ames, IA, United States
    serp_jobs.job_card.full_time
    The Director of Partner Sales - Financial Services is a driving force in the establishment, growth, and GTM strategy within Workiva for our Financial Services vertical across Insurance, Investments...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Strategic Finance

    Director of Strategic Finance

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, Strategic Finance and Analytics.Key Responsibilities Act as a strategic partner to functional leaders, ensuring alignment and execution across teams Identify...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Alliance Management

    Director of Alliance Management

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Alliance Management.Key Responsibilities Manage a broad portfolio of complex global partnerships at all stages of their lifecycle Mentor and lead Alliance ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationAmes, Iowa
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Healthcare AI Startups

    Director of Healthcare AI Startups

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, Healthcare AI Startups.Key Responsibilities Direct and mentor teams to engage with the HCLS startup ecosystem globally Develop and deliver scalable programs ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    MD Strategy and Innovation Director

    MD Strategy and Innovation Director

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Strategy and Innovation Director.Key Responsibilities Identify, assess, and pursue new Life Science opportunities to enhance patient outcomes and promote growth Develo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director, P&C Analytics

    Director, P&C Analytics

    Argonaut Management Services, IncDes Moines, IA, United States
    serp_jobs.job_card.full_time
    Argo Group International Holdings, Inc.American National, US based specialty P&C companies, (together known as BP&C, Inc. Brookfield Wealth Solutions, Ltd.BWS"), a New York and Toronto-listed public...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Partner Sales - Regulated Industries

    Director of Partner Sales - Regulated Industries

    Workiva, Inc.Ames, IA, United States
    serp_jobs.job_card.full_time
    The Director of Partner Sales - Regulated Industries (Healthcare, Energy, etc.GTM strategy within Workiva for our Majors (Large Enterprise) Team. The Director will leverage their experience to ident...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Private Equity Partnerships

    Director of Private Equity Partnerships

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Private Equity Partnerships.Key Responsibilities Establish and maintain executive-level relationships with PE firms, GPOs, and their portfolio companies De...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    CompoundDes Moines, IA, US
    serp_jobs.job_card.full_time
    Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Supported Employment Community Integration Professional I

    Supported Employment Community Integration Professional I

    imagine the PossibilitiesBoone, IA, United States
    serp_jobs.job_card.full_time +1
    Supported Employment (SE) Setting.Rather than assuming individuals with development or intellectual disabilities are not qualified to work, Supported Employment services provide these individuals w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationAmes, Iowa
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Revenue Recognition

    Director of Revenue Recognition

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Revenue Recognition to lead critical accounting functions and ensure compliance with accounting standards. Key Responsibilities Oversee the end-to-end revenu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FINRA Series 65 Licensed Director

    FINRA Series 65 Licensed Director

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for an Advisor Advice Solutions & Partnerships Director.Key Responsibilities Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day