Advisor Relationship Associate

Principal Financial Group • Des Moines, IA • 1d ago

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 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)

$22.93 - $40.96 / 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

Work Environment

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).

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 (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 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

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

1/5/2026

Most Recently Posted Date

1/5/2026

LinkedIn Remote Hashtag

LI-Remote

Similar Jobs

Commercial Banking Portfolio Manager

Wells Fargo • West Des Moines, IA • 1h ago

Finance, Accounting & Banking

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About th...

1h ago

Go to Apply

Truck Driver

Roehl Transport • Indianola, IA • 1h ago

Trucking & Construction

In our over the road Flatbed Fleet, you'll haul unique freight mostly east of I-35 (though you may have loads that'll take you through any of the lower 48 states and Canada). As you see the nation, you'll also see many d...

1h ago

Go to Apply

Accounts Payable Specialist

Robert Half • Ankeny, IA • 5h ago

Finance, Accounting & Banking

Description Position: Accounts Payable Specialist Location: Ankeny, IA Industry: Construction Job Details: Sort and batch all invoices on a daily basis. Match corresponding purchase orders to incoming invoices. Daily, po...

5h ago

Go to Apply

^Business System Analyst Techno Functional - 6028381

Accenture • Des Moines, IA • 5h ago

Hospital & Medical

Accenture Flex offers you the flexibility of local fixed-duration project-based work powered by Accenture, a leading global professional services company. Accenture is consistently recognized on FORTUNE's 100 Best Compan...

5h ago

Go to Apply

Electrical Project Engineer (Electronics)

Jacobs • West Des Moines, IA • 6h ago

IT & Engineering

Power Innovation. Shape the Future of Advanced Manufacturing - Electronics. Location: Moon Township, PA but all qualified candidates located in the U.S will be considered Are you ready to take on projects that drive the...

6h ago

Go to Apply

Experienced Software Engineer (Des Moines Only)

Principal Financial Group • Des Moines, IA • 6h ago

IT & Engineering

What You'll Do Our Integrated Finance Solutions team is looking for Engineers with a passion for problem solving to join our team and help design, build, and support our enterprise financial data and modeling ecosystem....

6h ago

Go to Apply

Territory Sales Representative

Thrasher, Inc • Des Moines, IA • 7h ago

Sales & Marketing

Ready to Step into a High-Impact, High-Reward Sales Career? If you're wired to win, perform best when the bar is high, and want a role where outcomes define success, we want you. At Thrasher Foundation Repair, we're sett...

7h ago

Go to Apply

Rheumatologist | No Call | State-of-the-Art Infusion Center Onsite | Readymade Practice | Shareholder Track

The Iowa Clinic • Urbandale, IA • 7h ago

Management & Administrative

Rheumatologist | No Call | State-of-the-Art Infusion Center Onsite | Readymade Practice | Shareholder Track Physician Urbandale, Iowa Apply Description SEEKING: BE/BC Rheumatologist to join one of the largest physician-o...

7h ago

Go to Apply

RVP, Sales

Cornerstone onDemand • Des Moines, IA • 7h ago

Sales & Marketing

Regional Vice President, Sales The Regional Vice President of Direct Sales will be a key driver of our growth strategy, leading a high-performing team of Regional Sales Managers focused on acquiring new business and expa...

7h ago

Go to Apply

Director Data Center Construction

Oracle • Des Moines, IA • 10h ago

Trucking & Construction

Job Description As the Director of Data Center Construction you will be at the forefront of shaping the future of our data infrastructure. Your leadership will be pivotal in driving the strategic vision for our data cent...

10h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.