Talent.com
Director- Wealth Advisory

Director- Wealth Advisory

Principal Financial Group, Inc.USA, Minnesota, Minneapolis
job_description.job_card.variable_days_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

We have two opportunities to drive sales activities for Principal Funds Distribution throughout either the Dakotas and Minnesota or WI and the Upper Peninsula of MI. This position partners closely with the Internal Wholesaler within territory 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 Locations

    This is a remote position that is required to live within territory : Minneapolis, MN or Milwaukee, WI

    Job Level

    Open to hiring at a Sr. Director for the right skills and experiences.

    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 / 12 / 2025

    Most Recently Posted Date

    9 / 12 / 2025

    LinkedIn Hashtag

    #LI-BS1

    serp_jobs.job_alerts.create_a_job

    Director • USA, Minnesota, Minneapolis

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Director of Advancement

    Director of Advancement

    Solid GroundWhite Bear Lake, MN, United States
    serp_jobs.job_card.full_time
    Solid Ground (SG) is an award-winning nonprofit organization whose proven, holistic approach helps families build the strong foundations they need to emerge from homelessness into a brighter future...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Fundraising Strategy

    Director of Fundraising Strategy

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Development & Fundraising.Key Responsibilities Design and lead a comprehensive fundraising strategy to grow annual revenue Build and steward strong rel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor Partner

    PWM Private Wealth Advisor Partner

    U.S. BancorpMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Private Wealth Management (PWM) Private Wealth Advisor Partner.Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor PartnerCategorySales & Relationship ManagementJob Id2025-0021684LocationMinneapolis, MN, United StatesPosting Start Date09 / 05 / 2025Anticipated Posting End Date09 / 12 / 2025Job TypeFull time

    PWM Private Wealth Advisor PartnerCategorySales & Relationship ManagementJob Id2025-0021684LocationMinneapolis, MN, United StatesPosting Start Date09 / 05 / 2025Anticipated Posting End Date09 / 12 / 2025Job TypeFull time

    US BankMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Private Wealth Management (PWM) Private Wealth Advisor Partner.Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Constituent Engagement and Leadership Gifts

    Director of Constituent Engagement and Leadership Gifts

    Minnesota StateMinneapolis, MN, US
    serp_jobs.job_card.part_time
    Director of Constituent Engagement and Leadership Gifts.The Director of Constituent Engagement and Leadership Gifts provides strategic leadership in three key areasfundraising, constituent engageme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Roseville, West Saint Paul - Minnesota

    J.P. Morgan Wealth Management Private Client Advisor - Roseville, West Saint Paul - Minnesota

    JPMorgan ChaseSaint Paul, MN, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Portfolio Director

    Portfolio Director

    StuartCoMinneapolis, Minnesota, United States, 55420
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We also offer student housing and senior housing campuses.If you’re excited about this role but do not meet all the qualifications listed below, we encourage you to apply.The Portfolio Director wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    BGM GroupMinneapolis, MN, US
    serp_jobs.job_card.full_time
    BGM is a nationally recognized collective of entrepreneurial-minded advisors, analysts, accountants, and auditors who leverage a full suite of financial services to provide present tense impact and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceCoon Rapids, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Director, Product Finance and Strategy - Hybrid in Eden Prairie MN

    Associate Director, Product Finance and Strategy - Hybrid in Eden Prairie MN

    UnitedHealth GroupEden Prairie, MN, United States
    serp_jobs.job_card.full_time
    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Compensation Director - Remote

    Compensation Director - Remote

    UnitedHealth GroupEden Prairie, MN, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UnitedHealth Group is a health care and well-being company that's dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director Compensation

    Director Compensation

    Compeer FinancialLakeville, MN, United States
    serp_jobs.job_card.full_time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP / Wealth Advisor

    VP / Wealth Advisor

    AllianceBernsteinMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Bernstein Private Wealth Management.Bernstein Private Wealth Management advises high-net-worth clients on planning forand living withthe complexities that come with wealth.We specialize in addressi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental InsuranceCoon Rapids, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Life and Health Licensed Director

    Life and Health Licensed Director

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Benefits Consulting Practice (Client Success) to lead strategic client engagement efforts and drive value for clients. Key Responsibilities : Maintain a compr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Portfolio Strategy Director

    Portfolio Strategy Director

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Portfolio Strategy Director responsible for guiding investment opportunities for a global client. Key Responsibilities Supervise and mentor staff while coordinating dail...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor PartnerCategorySales & Relationship ManagementJob Id2025-0021753LocationMinneapolis, MN, United StatesPosting Start Date09 / 08 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    PWM Private Wealth Advisor PartnerCategorySales & Relationship ManagementJob Id2025-0021753LocationMinneapolis, MN, United StatesPosting Start Date09 / 08 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    US BankMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Private Wealth Advisor Partner.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0020203LocationMinneapolis, MN, United StatesPosting Start Date08 / 20 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    PWM Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0020203LocationMinneapolis, MN, United StatesPosting Start Date08 / 20 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    US BankMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30