Advisor Service Associate (Remote)

What You'll Do

As an Advisor Service Associate, you’ll establish and maintain relationships with financial professionals and firms. You’ll partner with field and internal sales representative and client service personal to build and improve relationships between advisors and company in addition, you will serve as an advocate for the interests of advisors within RIS and Principal with a goal of maximizing Producer loyalty to the company.

• Communicating effectively with advisors as well as internal/external partners.
• Onboarding first-time advisors introducing them to Principal and educating them on the numerous tools we have to offer.
• Maintaining a high degree of expertise with investment options, services', results, and philosophy
• Gathering information and understanding the needs of advisors and prospective clients to support product and service development and improvement efforts.

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 and at least 1 year of relevant work experience (retirement and/or financial services experience strongly preferred).
• Requires excellent written and verbal communication and interpersonal skills.
• Good problem-solving, analytical, and negotiation skills are required.
• Must be able to balance working independently with working in a team environment to meet advisors' need and achieve business unit goals.
• Basic math, organizational, reading comprehension and interpretation, and computer skills.
• 5% travel

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)

$19.47 - $39.81 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Yes

Additional Information

Work Environment

This role offers 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 determine which option may align best based on several factors.

Job level

We’ll consider talent at the next level with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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

7/22/2025

Most Recently Posted Date

7/22/2025

LinkedIn Remote Hashtag

#LI-Remote