Director-Wealth Advisory (Ohio)
full-time•Columbus, Cincinnati
About this role
What You'll Do
We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds.
Other responsibilities will include:
- Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
- May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
- Highest level of integrity and presentation skills.
If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you!
Apply today!
*Heavy incentive component in addition to salary listed.
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 required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
- FINRA licensing required including SIE or equivalent, series 7 and 63
- Significant public speaking is required
- Proficiency is extremely important
- Demonstrated product expertise and broad understanding of overall product portfolio required
- Knowledge of investment products and financial markets needed
- Travel required
Salary Range Information
This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$100000 - $100000 / 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
No
Locations
This is a remote position that is required to live within territory (Ohio) with a preference in Cincinnati or Columbus.
Job Level
Open to hiring at a Sr. Director for the right skills and experiences.
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 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
1/12/2026
Most Recently Posted Date
1/12/2026
LinkedIn Hashtag
#LI-BS1
What you'll do
- The Director of Wealth Advisory will drive sales activities for Principal Asset Management throughout Ohio, focusing on growing advisor relationships and achieving sales targets. Responsibilities include developing and implementing sales plans and managing broker dealer relationships across various channels.
About Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce.
We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023.
Disclosure:
Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc.
Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.
https://www.principal.com/social-media-disclosures
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Frequently Asked Questions
What does a Director-Wealth Advisory (Ohio) do at Principal Financial Group?
As a Director-Wealth Advisory (Ohio) at Principal Financial Group, you will: the Director of Wealth Advisory will drive sales activities for Principal Asset Management throughout Ohio, focusing on growing advisor relationships and achieving sales targets. Responsibilities include developing and implementing sales plans and managing broker dealer relationships across various channels..
Is the Director-Wealth Advisory (Ohio) position at Principal Financial Group remote?
The Director-Wealth Advisory (Ohio) position at Principal Financial Group is based in Columbus, Ohio, United States and Cincinnati, Ohio, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Director-Wealth Advisory (Ohio) position at Principal Financial Group?
You can apply for the Director-Wealth Advisory (Ohio) position at Principal Financial Groupdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.