What You'll Do
Are you looking for a role where expertise meets impact?
Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business success? Join Principal® as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals nationwide.
At Principal, we're not just helping people plan for their future-we're reshaping what financial security looks like for generations to come. We're a purpose-led organization that has been helping individuals, businesses, and institutions achieve financial wellness for more than 140 years. Now, we invite you to bring your experience, vision, and insight to help us deliver advanced planning solutions that continue to make a difference.
What You'll Do
As the Assistant Director of Advanced Solutions , you'll provide high-level technical support and thought leadership on advanced tax, estate, and financial planning topics. You'll be an essential resource for advisors, clients, and other professionals on the most complex cases across estate, business succession, executive benefits, and beyond.
Key responsibilities include:
Serve as a trusted advisor to producers, regional directors, and client-facing teams, offering expert guidance and point-of-sale support on large and complex cases.
Analyze and interpret legislative and regulatory changes that impact planning strategies and communicate actionable insights.
Develop and deliver advanced training, marketing content, and presentations for a wide range of professionals including financial advisors, attorneys, CPAs, trust officers, and business clients.
Maintain deep technical expertise in tax law, estate planning, and business planning strategies.
Support and enhance advanced planning tools and software, including estate and business planning calculators, to ensure accuracy and effectiveness.
Collaborate across departments on strategic initiatives that enhance our advanced planning capabilities and align with broader business goals.
What It Takes to Succeed
We're looking for a dynamic professional with both deep technical knowledge and excellent communication skills-someone who's as comfortable interpreting tax code as they are presenting to a room full of advisors and clients.
Who You Are
Hiring Level
We are open to hiring at multiple levels, Assistant Director and Director level.
Assistant Director Level:
Juris Doctor (JD) and admission to the bar in at least one state and 4+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or
Certified Public Accountant (CPA) with 7+ years related experience as described above
Strong grasp of the sales process and how to support producers in the field
Director Level:
Juris Doctor (JD) and admission to the bar in at least one state and 6+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or
Certified Public Accountant (CPA) with 8+ years of directly related experience as described above
Demonstrated deep expertise in tax law, business uses of life insurance, qualified plans, estate planning, and financial services products
Ability to provide advanced guidance and influence across the organization and field partners
Licensing & Compliance:
FINRA Series 6 registration required (or ability to obtain within 18 months of hire)
This role may be subject to SEC restrictions on personal political contributions
Travel:
Ability to travel approximately 4-6 times per year to company offices and events across the United States
Why Join Principal?
We offer more than just a job-we offer the chance to make a lasting impact in the lives of millions. You'll join a collaborative, forward-thinking team where your expertise is respected and your voice matters. Here, you can continue growing professionally while helping others plan confidently for the future.
Ready to lead, influence, and innovate at the highest level? Apply now and bring your expertise to where it matters most!
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)
$127000 - $190000 / year
Salary Details
The following salary ranges reflect compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
Assitant Director: $127,000 - $171,000 / year
Director: $141,000 - $191,000 / 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
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
4/11/2026
Most Recently Posted Date
4/13/2026
LinkedIn Remote Hashtag
LI-Remote
