What are the responsibilities and job description for the Financial Professional position at Principal Financial Group?
Company Description
Principal Financial Group is a Fortune 500 company with nearly 150 years of experience, headquartered in Des Moines, IA. The company provides innovative financial services and products, including life insurance, annuities, and mutual funds, designed to help individuals and businesses achieve financial security. Principal Financial serves retail, institutional, workforce benefits, with a commitment to delivering value and ensuring the financial well-being of current and future generations. For more information, including financial strength ratings, www.principal.com
Role Description
This is a full-time hybrid role for a Financial Professional located in Omaha, NE, with flexibility for some work-from-home days. The Financial Professional will assist clients in achieving their financial goals by providing tailored financial planning and analysis. Responsibilities include preparing financial reports, analyzing financial data, and offering strategic recommendations while maintaining clear and effective communication with clients and stakeholders.
Qualifications
- Proficiency in Financial Planning, Finance, and Financial Reporting
- Strong Analytical Skills to interpret data and support decision-making
- Excellent Communication abilities to convey financial insights and collaborate with clients
- Ability to operate in a hybrid work model and manage tasks independently and efficiently
- Bachelor's degree in finance, Accounting, Business, or a related field
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Prior experience in financial services or client advisory roles is highly beneficial