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Managing Director - Principal Financial Network

Job in Sharonville, Butler County, Ohio, USA
Listing for: Principal Financial Group
Full Time position
Listed on 2026-10-05
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 94000 - 171000 USD Yearly USD 94000.00 171000.00 YEAR
Job Description & How to Apply Below

What You'll Do

This role leads and consults with financial professionals to help them build their skills and grow their practice through Ohio, West Virginia and Northern Kentucky. You'll also attract and develop top-tier talent to our team;
It is a great opportunity to build an intentional culture!

Here are few examples of what you’ll do:
  • Develop a profitable business center by attracting, training, motivating and retaining advisors.
  • Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives.

In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2026. This is our seventh year on the list.

Who You Are
  • Requires bachelor degree or eight years of equivalent experience.
  • 4+ years related work experience, including sales and management.
  • Recruiting of experienced financial advisors, strongly preferred.
  • Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
  • Must have good oral and written communication skills as well as good presentation skills.
  • Must have ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
  • Must be able to develop and maintain community relations.
  • Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
  • Some travel required, including overnight stays (up to 15%).
Licenses and/or exams necessary for this position include:
  • Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
Securities exams and IAR appointment include:
  • Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.'s RIA
  • Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams
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)

$94000 - $171000 / year

Salary Details

The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

  • Managing Director: $94,000 - $127,000 / year
  • Sr. Managing Director: $127,000 - $171,000 / year

Heavy incentive compensation in addition to salary listed.

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

Job Level

We are open to hiring up to the Sr. Managing Director level for the right skills and experience.

Location

We are open to candidates located in/around Columbus or Cincinnati.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of…

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