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What You'll Do

We’re looking for an Advisor Care Specialist to join our team. In this role, you’ll partner with advisors on plan pricing, investments, plan reviews and more!

+ Help our advisors service their clients by providing consultation and solution based recommendations during each interaction.

+ Build, retain and strengthen advisor relationships resulting in increased assets and new sales.

+ Deliver sensitive communications and handle difficult negotiations in a manner that is favorable to retain client and ensure Principal's interest is represented.

+ Be knowledgeable of our investment philosophy and options

+ Partner with internal resources to research unusual or complex situations.

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

+ You have a bachelor's degree or equivalent experience, plus 6+ years related experience preferably in qualified plan experience

+ You have extensive knowledge and understanding of plan and contract documents, client investments, processes, procedures and company products and services

+ Ability to coordinate a large volume of client/advisor activities

+ Balance working independently and in a team environment

Skills That Will Help You Stand Out

+ Knowledge of pension/qualified plan regulations

+ Consultative approach and ability to negotiate with strong communication skills

Licenses Needed (strongly preferred to have current licenses):

+ FINRA Series 6 and 63 Licenses (or equivalent) or ability to obtain within 5 months required. Must meet firm standards for registration within applicable jurisdictions.

+ Life and Health Insurance Licenses required for all states in which business will be conducted or ability to obtain within 5 months of employment required.

+ You’ll be required to become a non-registered fingerprint person of PSI.

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)

$54000 - $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

This role offers in-office, hybrid (blending at least three office days in a typical work week), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC).

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 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

9/2/2025

Most Recently Posted Date

9/2/2025

LinkedIn Remote Hashtag

\#LI-Remote