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Internal Investment Consultant
What You'll Do
As an Internal Investment Consultant, you will play a key role at the intersection of financial services and client success, supporting advisors and clients in achieving their long-term financial goals. This role is ideal for driven individuals looking to contribute to a high-performing team while delivering meaningful impact through client engagement and investment solutions.
- Provide support for the sales activities of the External Investment Only team mainly from the home office. Focus on finding new advisors nationwide and maintaining current relationships.
- Develop plans with external investment-only wholesalers to increase sales within each designated territory; support all sales activities.
- Train and mentor other wholesalers as needed, applying your expertise to foster a collaborative and high-performing team environment.
- Sell our funds, educate on their availability, and direct the Platform Relationship Management Team towards additional TPA/Platform relationship targets.
- Position our funds appropriately by comparing investment line-ups and replacing existing positions with our products, ensuring flawless service delivery.
- Build and sustain connections with sales teams of priority TPA/Platform Relationships and inform others about TPA/Platform relationships.
- Serve as a resource for home office and external sales teams, providing insights and support to successfully implement sales strategies.
- Represent Principal Financial Group at industry conferences, networking and building relationships to further our mission.
Be part of a team that is driven by purpose and motivated by our mission to make financial security accessible to all. Our integrity and customer focus have made us a trusted leader for more than 140 years!
Who You Are
- Bachelor's degree or equivalent, plus 3+ years of related experience required.
- FINRA licensing required, including the SIE (or equivalent) and Series 7. Series 63 must be obtained within 45 days of hire.
- Demonstrated sales acumen and strong knowledge of investment products and funds.
- Excellent organizational, problem-solving, presentation, and both verbal and written communication skills.
- Proven ability to be self-motivated, creative, and proactive in achieving goals.
- Strong analytical, negotiation, and collaboration skills.
- Willingness to travel as needed.
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)
$50350 - $67450 / 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
No
Location
This position is based out of our Des Moines, IA office and will have a hybrid work arrangement of 3 days in the office and 2 days remote.
Work Authorization/Sponsorship
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 refer to the provided links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Ethics Code
In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.
Experience Principal
At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success is founded on the unique experiences, backgrounds, and talents of our employees. We provide support to our employees in the same manner as we provide for our customers: with all-inclusive, competitive benefit options intended to protect their physical, financial, and social well-being. Check 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
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
6/2/2026
Most Recently Posted Date
6/2/2026
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.
