Advisor Relationship Associate

What You'll Do

As an Advisor Relationship Associate, you will be responsible for providing fundamental services and support to financial professionals in order to acquire new business and serve, grow and retain existing retirement business. Alongside Advisor Care teammates, serve as a key point of contact to financial professionals and their support staff. Coordinate with other service teams across RIS.

• Customer Service & Relationship Management: Partner with Advisor Relationship Consultant/Specialist as a key point of contact to the advisor to deliver excellent service. Ensure deliverables are appropriate, complete, and accurate. Take ownership of escalated/time-sensitive service issues. Clear, concise communication is required with both internal and external audiences.
• Business Operations & Analysis: Coordinate with internal partners & manage investment and fee change process. Create and maintain accurate documentation in Salesforce.
• Technology & Process Improvement: Leverage technology to improve efficiency and quality. Maintain proficiency in business software including Excel, Word, PowerPoint, Teams, OneNote and other programs. Identify and recommend process improvements. Create case documentation and maintain accurate records.
• Development: Serve as Subject Matter Expert for designated topics. Participate actively in team meetings and knowledge sharing – training initiatives. Support cultural initiatives and demonstrate Core Values.
• Perform other job-related duties or special projects as required.

Who You Are

• Requires bachelor’s degree or equivalent experience of 2+ years in the retirement industry.
• Have prior experience working in customer care and or experience working directly with Advisors.
• Must have strong written / oral communication skills with the ability to interpret needs from business partners and external clients in addition to good organizational skills.
• Strong Excel, Word, PowerPoint and other technology skills required.
• Must work independently and positively collaborate with an open mind in a team environment, able to work well under pressure and handle multiple priorities and sensitive deadlines.
• Analytical and problem-solving skills required – be resourceful and able to be solution oriented.

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: $22.93 - $27.72 / hr
• Des Moines, IA: $24.21 - $29.43 / hr
• Charlotte, NC: $25.48 - $31.13 / hr
• Chicago/Minneapolis: $28.03 - $34.55 / hr
• Los Angeles/New York City: $30.58 - $37.96 / hr

Time Off Program

Pension Eligible

Work Environments

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 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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