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PSI Retirement Business, Sr. Associate

Principal

(IA / NC)

We’re looking for a Sr. Associate to join our PSI Retirement Business team. In this role, you’ll partner with PFN Advisors to provide top level service and solutions.

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

• Present on PSI's retirement plan capabilities to advisors
• Be the subject matter expert in options on our platform for retirement plan opportunities (fee based and commission solutions)
• Providing thought leadership on newsletters that go out to our advisors
• Be willing to challenge the status quo and help drive innovation and positive changes in the retirement plans business.

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!

Who You Are

• Bachelor's degree or equivalent required, and 3+ yrs of related experience in Financial services, retirement plans or marketing experience
• Knowledge of corporate retirement plans, wealth management, broker-dealer, wirehouse, and/or registered investment advisors business models and services; knowledge of retirement plan regulatory framework (e.g. ERISA)
• You have excellent communication skills, including large group presentation skills
• Analytical and math skills required; comfortable working Microsoft Office tools (e.g Excel, Word, Powerpoint)
• Must be extremely organized and be detail-oriented
• Some travel required 10%

Skills That Will Help You Stand Out

• Industry certifications such as AIF®, C(k)P, QPA, QKA, QKC, CPFA
• FINRA Series 6 or 7 and Series 65 or 66 preferred

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):  $63750 - $121200 / 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

Yes

LOCATION

Remote. Hybrid work environment if living within 30 miles of Des Moines, IA or Charlotte, NC.

WORK ENVIRONMENTS

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/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 (https://www.principal.com/about-us/careers) 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:  8/22/2024

Most Recently Posted Date:  8/22/2024

How to Apply

Apply Now

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