Advisor Relationship Consultant III

What You'll Do

As an Advisor Relationship Consultant III, you'll...

• Deliver a strategic advisor experience for primarily Platinum-level distribution partners, serving as a key relationship lead and trusted business partner.
• Drive growth and retention by directing complex advisor relationships, spotting chances for growth, and encouraging service innovation.
• Act as an internal leader by guiding team efforts, representing Advisor Care in cross-functional settings, and advancing solutions that improve advisor outcomes.
• Manage financial performance of advisor portfolio, balancing advisor needs with organizational goals.
• Find opportunities to improve profitability and operational efficiency.

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 experience required, plus 7+ years related experience.
• Advanced knowledge of retirement plan industry, including complex plan design, compliance, consulting strategies, and relationship management best practices.
• Deep expertise in business unit products, services, and cross-functional capabilities; ability to align solutions to complex advisor and firm needs.
• Highly effective communication, influencing, and problem-solving skills; ability to lead complex advisor engagements and influence internal and external stakeholders.
• Strong understanding of market trends, advisor segments, and firm-level dynamics; ability to apply insights to shape advisor strategies and growth plans.
• Proven experience leading multiple complex projects or initiatives; ability to coordinate cross-functional teams and drive strategic outcomes.
• Travel required including overnight stays (20%).

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment:

• • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
  • Resident Life and Health appointment must be attained.

Salary Range Information

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

The following locations are examples of market-specific salary ranges across different geographies. 

• Wichita, KS: $104,400 - $140,400/ year
• Des Moines, IA: $110,200 - $148,200 / year
• Charlotte, NC: $116,000 - $156,000 / year
• Chicago/Minneapolis: $127,600 - $171,600 / year
• Los Angeles/New York City: $139,200 - $187,200 / year

Time Off Program

Pension Eligible

Location

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 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 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 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

Original Posting Date

Most Recently Posted Date

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

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