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Advice & Planning Consultant (Digital Advice Team) - #221984

Expired Job

Principal Financial Group Chicago , IL 60602

Posted 4 months ago

Job Area: Financial Services

Business Area: Pension

Location: CO - Denver;IA - Des Moines

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-09-04

Be a part of something bigger

Do you want a career where you can make a real difference? At Principal, you can.

We work with a greater purpose in mindto give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.

And, if you have 2 minutes, you'll want to watch this video about our company:

Responsibilities

Do you have digital advice experience?

Help people live their best lives by providing investment advisory related service for our Digital Advice consumers! The Advice and Planning Consultant is a professional focused on delivering relationship-based, ongoing advice and financial planning services to help customers meet their financial goals. Assist customers with moderately complex financial needs in a practice-based role.

Additional details may include:

  • Build long-term, trusting relationships with customers of our fee-based solutions by bringing them peace of mind as you guide them through retirement planning and broader wealth management strategies. This involves providing investment direction, helping customers prioritize their goals and objectives, as well as retaining and deepening the customer relationship with Principal. Proactive engagement with customers who have moderately complex financial goals/needs enrolled in a fee-based product. Educate customers at multiple levels: creating awareness of the technology channels available to them, sharing pertinent market updates and commentary, and making the complexities of investing simple and understandable.

  • Maintain proper documentation, compliance and risk management standards with each customer interaction. All inbound and outbound calls, after call work, accuracy of information and quality of all customer interactions, regardless of method (telephonic, chat, video and written) will be monitored regularly.

  • Perform other job-related duties and projects as needed.

Qualifications

Skills required:

  • Bachelor's Degree or equivalent of 8 years' experience required

  • 4+ years' experience with 3+ years in the Financial Services Industry. 2+ years of digital advisory experience is preferred.

  • Active FINRA Series 65 (and/or 66 and state registrations). Active Life/Health licenses required within 3 months of hire.

  • CFP designation is preferred.

Successful candidates will have the following:

  • This position may be subject to SEC restrictions on personal political contributions.

  • Proven ability to build trust by putting the customer's interests first and doing right by customers at every turn.

  • Genuine interest in understanding client life events and translating what those events mean for a customer's goals and plans.

  • Demonstrated dedication to treating customers in an ethical, empathetic and proactive way.

  • Strength in effectively simplifying complex financial concepts while building rapport and credibility with customers.

  • Critical to possess a high degree of personal accountability plus exceptional written and verbal communication skills. Strong effectiveness with time management and organizational skills a must.

  • Committed to holding yourself to a high degree of integrity, building and sustaining strong trusted partnerships with leadership, peers and colleagues.

  • Must be adaptable to change and able to work independently with limited information and direction.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

AAEEO

Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.


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Advice & Planning Consultant (Digital Advice Team) - #221984

Expired Job

Principal Financial Group