Assistant Director Advanced Solutions - Remote | WFH
We are a leading financial services firm committed to making financial security accessible to all. With a mission-driven approach and over 140 years of trusted leadership, we empower our clients with innovative financial tools.
What You'll Do...
Responsibilities
As the Assistant Director of Advanced Solutions, you will play a pivotal role in supporting advisors and their clients with complex tax and accounting issues. Your responsibilities will include:
Providing expert analysis and recommendations on estate, business, executive benefit, and financial planning cases.
Monitoring and interpreting legislative and regulatory changes.
Developing and delivering marketing materials, courses, and seminars for advisors and professionals.
Collaborating across departments to deliver effective financial solutions.
Who You Are
Juris Doctorate from an accredited law school with admission to the bar in at least one state, plus 4 years of related experience; or CPA designation with 7 years of related experience; or Bachelor's degree in Finance, Accounting, or Business preferred with 10 years of related experience.
Comprehensive knowledge of state and federal laws related to tax planning, business insurance, and qualified plans.
Understanding of product features and market trends; CLU, ChFC, and/or CFP designation preferred.
FINRA Series 6 registration required or must be obtained within 18 months of employment.
Job Level
We are open to considering candidates at higher experience levels based on qualifications and skills.
Salary Range Information
$123,000 - $167,000 per year. Additional compensation based on geographic location, experience, and skills.
Work Environment
This role offers flexible arrangements including in-office, hybrid, and remote options (for those residing more than 30 miles from Des Moines, IA, or Charlotte, NC).
Work Authorization / Sponsorship
We are unable to provide sponsorship for work authorization now or in the future.
Experience Principal
At Principal, we foster a collaborative and inclusive workplace, supporting our employees with comprehensive benefits designed to enhance their well-being.
Equal Opportunity Employer
We value diversity and are committed to providing equal employment opportunities.
Application Deadline
Applications will be accepted for at least 3 days from the original posting date.
Employment Type: Full-Time
Apply Now
What You'll Do...
Responsibilities
As the Assistant Director of Advanced Solutions, you will play a pivotal role in supporting advisors and their clients with complex tax and accounting issues. Your responsibilities will include:
Providing expert analysis and recommendations on estate, business, executive benefit, and financial planning cases.
Monitoring and interpreting legislative and regulatory changes.
Developing and delivering marketing materials, courses, and seminars for advisors and professionals.
Collaborating across departments to deliver effective financial solutions.
Who You Are
Juris Doctorate from an accredited law school with admission to the bar in at least one state, plus 4 years of related experience; or CPA designation with 7 years of related experience; or Bachelor's degree in Finance, Accounting, or Business preferred with 10 years of related experience.
Comprehensive knowledge of state and federal laws related to tax planning, business insurance, and qualified plans.
Understanding of product features and market trends; CLU, ChFC, and/or CFP designation preferred.
FINRA Series 6 registration required or must be obtained within 18 months of employment.
Job Level
We are open to considering candidates at higher experience levels based on qualifications and skills.
Salary Range Information
$123,000 - $167,000 per year. Additional compensation based on geographic location, experience, and skills.
Work Environment
This role offers flexible arrangements including in-office, hybrid, and remote options (for those residing more than 30 miles from Des Moines, IA, or Charlotte, NC).
Work Authorization / Sponsorship
We are unable to provide sponsorship for work authorization now or in the future.
Experience Principal
At Principal, we foster a collaborative and inclusive workplace, supporting our employees with comprehensive benefits designed to enhance their well-being.
Equal Opportunity Employer
We value diversity and are committed to providing equal employment opportunities.
Application Deadline
Applications will be accepted for at least 3 days from the original posting date.
Employment Type: Full-Time
Apply Now