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What You'll Do

The Assistant Director of Advance Solutions will provide critical support on complex tax and accounting issues, including estate, business, executive benefit, and financial planning cases, to advisors and their clients and prospects as well as monitoring and interpreting legislative and regulatory matters!

• Provide expertise, analysis, and recommendations to producers, regional market centers, home office and/or clients' professional advisors, including point-of-sale assistance on highly complex, large cases..

• Draft, design and deliver marketing, sophisticated written materials, courses, and seminars for producers, attorneys, marketing, trust officers, accountants, producers and CPAs.

• Maintain and provide the highest level of expertise in tax and legal matters.

• Participate in strategic workforce planning for the business and advanced solutions area. Work with and through other departments to provide effective solutions and systems.

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

• Juris Doctorate from an accredited law school, admittance to the bar in at least one state, plus 4 years related experience, or

• CPA designation and 7 years related experience or

• Bachelor’s degree in Finance, Accounting or Business preferred and 10 years related experience

• Understanding of the sales process and comprehensive knowledge of state and federal laws relating to tax planning and business insurance, qualified plans as well as an appreciation of product features and market trends

• A CLU, ChFC, and/or CFP designation is preferred

• FINRA Series 6 registration is required or must be obtained within 18 months of employment

• This position may be subject to SEC restrictions on personal political contributions

Job Level

We’ll consider talent at the next level with the right experiences and skills.

• Juris Doctorate from an accredited law school, admittance to the bar in at least one state, plus 6 years related experience, or

• CPA designation and 9 years related experience or

• Bachelor’s degree in Finance, Accounting or Business preferred and 12 years related experience

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)

$123000 - $167000 / year

Additional Information

Work Environments

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). You’ll work with your leader to figure out which option may align best based on several factors.

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 be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.

Original Posting Date

10/26/2023

LinkedIn Remote Hashtag

#LI-Remote