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Wealth Service Associate (Bilingual)
Location:
Charlotte, NC
Description:
What You'll DoWe're looking for a Wealth Service Associate to join our Principal Asset Management team! This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs of our financial advisors. You'll have immediate impact on helping to exceed sales goals topping $20 Billion. You will master sales stories of some of the top Mutual Funds & ETFs in the industry and use that knowledge to help broaden our marketing strategy across the world. Here are few examples of the kinds of things you'll do: * Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales literature, and explain portfolio analytics. * Partner with Internal Wholesalers, Hybrid Wholesalers, and External Wholesalers on advisor case work, and ongoing special projects. * Use industry knowledge to help design model portfolios and discuss financial planning concepts with advisors. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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 eight years of equivalent experience. * You have 1 year of industry-related experience required. * FINRA licensing required including SIE or equivalent and Series 7 & Series 66 required within 90 days of employment. * Bilingual (English/Spanish) required.Skills That Will Help You Stand Out * Strong preference towards investment knowledge and experience. * Strong communication skills via phone, in-person, and written communication. * A Self-Starter that can execute at a high level in a high-octane environment. * Strong Organizational skills with ability to juggle several tasks at once. * Proficiency in Excel, Salesforce, and Morningstar reporting. Salary Range InformationSalary 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)$23.32 - $33.17 / hour Time Off ProgramPersonal 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 EligibleNo Additional InformationWork EnvironmentsThis role offers the ability for in-office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office (Monday & Tuesday are required and the third day is a float) and 2 days work from home. Management reserves the right to adjust the days required in office. The salary range for this position is $48,500-$69,000. *Incentive component in addition to salary listed.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 ImmigrantsInvestment 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 envisioning 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 WindowWe 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 Date2/20/2024 Most Recently Posted Date4/16/2024 LinkedIn Hashtag#LI-BS1
Posted:
December 15 2023 on Broadbean
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Wealth Service Associate (Bilingual) is a Other Jobs Wealth Service Associate Job located in Charlotte NC. Find other listings like Wealth Service Associate (Bilingual) by searching Oodle for Other Jobs Wealth Service Associate Jobs.
Wealth Service Associate (Bilingual) is a Other Jobs Wealth Service Associate Job located in Charlotte NC. Find other listings like Wealth Service Associate (Bilingual) by searching Oodle for Other Jobs Wealth Service Associate Jobs.