Market Consultant - Advisory

Are you driven by goals, energized by building relationships, and motivated by the opportunity to increase your earnings through sales success? We're seeking a highly motivated Market Consultant - Advisory to partner with financial advisors, uncover opportunities, and help drive growth across a diverse investment platform.

In this role, you'll work directly with financial professionals, deliver investment solutions, generate new business opportunities, and support territory growth alongside experienced external wholesalers. If you're looking for a sales-focused opportunity with strong compensation potential and a clear path for career advancement, we'd love to connect with you.

• Proactively engage financial advisors through outbound sales calls and strategic follow-up.
• Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
• Partner with external wholesalers to execute territory business plans and drive asset growth.
• Present investment solutions including mutual funds, ETFs, model portfolios, SMAs, alternative investments, index funds, and retirement strategies.
• Identify advisor needs and provide sales ideas, product recommendations, and business-building strategies.
• Generate and qualify leads while uncovering new opportunities within assigned territories.
• Deliver product information, performance updates, and proposal support to advisors.
• Support advisor meetings, conferences, and sales events.
• Leverage Salesforce to track sales activity, manage opportunities, and document advisor interactions.
• Travel periodically to strengthen relationships and support territory initiatives.

* Sales positions are eligible for sales incentives whereby total compensation may far exceed base salary depending on individual performance. This role has an annual incentive target of 70% in addition to the base salary.

Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose-oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, and customer dedication have made us a reliable leader for more than 140 years!

• Bachelor's degree or equivalent experience.
• 1+ year of financial services and broker-dealer experience required.
• Advisory or fee-based managed account experience strongly preferred.
• Experience with Envestnet, Morningstar Advisor Workstation, and TAMP platforms strongly preferred.
• Ability to manage both inbound and outbound advisor conversations during peak business hours.
• Strong written and verbal communication skills.
• Limited travel, including occasional overnight travel.

Preference given to candidates who already hold industry licenses. Candidates not currently licensed must obtain the following within 90 days of hire:

• Securities Industry Essentials (SIE)
• Series 7
• Series 66

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.

$75000 - $75000 / year

Yes

At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please use the following links:

Investment…