Advisor Relationship Consultant III

What You'll Do As an Advisor Relationship Consultant III, you'll... Deliver a strategic advisor experience for primarily Platinum-level distribution partners, serving as a key relationship lead and trusted business partner. Drive growth and retention by directing complex advisor relationships, spotting chances for growth, and encouraging service innovation. Act as an internal leader by guiding team efforts, representing Advisor Care in cross-functional settings, and advancing solutions that improve advisor outcomes. Manage financial performance of advisor portfolio, balancing advisor needs with organizational goals. Find opportunities to improve profitability and operational efficiency. 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 Bachelor's degree or equivalent experience required, plus 7+ years related experience. Advanced knowledge of retirement plan industry, including complex plan design, compliance, consulting strategies, and relationship management best practices. Deep expertise in business unit products, services, and cross-functional capabilities; ability to align solutions to complex advisor and firm needs. Highly effective communication, influencing, and problem-solving skills; ability to lead complex advisor engagements and influence internal and external stakeholders. Strong understanding of market trends, advisor segments, and firm-level dynamics; ability to apply insights to shape advisor strategies and growth plans. Proven experience leading multiple complex projects or initiatives; ability to coordinate cross-functional teams and drive strategic outcomes. Travel required including overnight stays (20%). Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Resident Life and Health appointment must be attained. 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) $104400 - $187200 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $104,400 - $140,400/ year Des Moines, IA: $110,200 - $148,200 / year Charlotte, NC: $116,000 - $156,000 / year Chicago/Minneapolis: $127,600 - $171,600 / year Los Angeles/New York City: $139,200 - $187,200 / 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 Location 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 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 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 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 9/3/2026 Most Recently Posted Date 9/3/2026 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. LinkedIn Remote Hashtag #LI-RemoteAs an Advisor Relationship Consultant III, you'll... Deliver a strategic advisor experience for primarily Platinum-level distribution partners, serving as a key relationship lead and trusted business partner. Drive growth and retention by directing complex advisor relationships, spotting chances for growth, and encouraging service innovation. Act as an internal leader by guiding team efforts, representing Advisor Care in cross-functional settings, and advancing solutions that improve advisor outcomes. Manage financial performance of advisor portfolio, balancing advisor needs with organizational goals. Find opportunities to improve profitability and operational efficiency. 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!Bachelor's degree or equivalent experience required, plus 7+ years related experience. Advanced knowledge of retirement plan industry, including complex plan design, compliance, consulting strategies, and relationship management best practices. Deep expertise in business unit products, services, and cross-functional capabilities; ability to align solutions to complex advisor and firm needs. Highly effective communication, influencing, and problem-solving skills; ability to lead complex advisor engagements and influence internal and external stakeholders. Strong understanding of market trends, advisor segments, and firm-level dynamics; ability to apply insights to shape advisor strategies and growth plans. Proven experience leading multiple complex projects or initiatives; ability to coordinate cross-functional teams and drive strategic outcomes. Travel required including overnight stays (20%). Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Resident Life and Health appointment must be attained.