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트렌딩 기업

트렌딩 기업

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채용Principal

Associate Director/Director - Wealth Advisory (Long Island/Queens)

Principal

Associate Director/Director - Wealth Advisory (Long Island/Queens)

Principal

Garden City, New York

·

On-site

·

Full-time

·

2w ago

What You'll Do This role drives sales activities for Principal Asset Management throughout Long Island/Queens/Non-Manhattan boroughs.

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! Heavy incentive component in addition to salary listed.

Apply today!

Who You Are Bachelor's degree or equivalent required and 2+ years sales specific industry experience at the Associate Director level (investment products, capital markets, partnering with advisors).

As a Director, 4+ years sales specific industry experience needed FINRA licensing required including SIE or equivalent and series 7 Series 63 required within 45 days Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®) Excellent knowledge of investment products and financial markets required Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required Must have strong presentation, and oral and written communication skills Good training and motivational skills are necessary Must be able to maintain a high degree of confidentiality Travel required, including overnight stays

Salary: Range Information

Salary: ranges below reflect targeted base salaries.

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) $92400 - $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:

Location: This is a remote position that must be located within territory (Long Island, Queens, Non-Manhattan Boroughs).

Job

Level: Open to hiring up to Director level 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 4/7/2026 Most Recently Posted Date 4/7/2026 LinkedIn Hashtag
This role drives sales activities for Principal Asset Management throughout Long Island/Queens/Non-Manhattan boroughs.

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! Heavy incentive component in addition to salary listed.

Apply today!

Bachelor's degree or equivalent required and 2+ years sales specific industry experience at the Associate Director level (investment products, capital markets, partnering with advisors).

As a Director, 4+ years sales specific industry experience needed FINRA licensing required including SIE or equivalent and series 7 Series 63 required within 45 days Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®) Excellent knowledge of investment products and financial markets required Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required Must have strong presentation, and oral and written communication skills Good training and motivational skills are necessary Must be able to maintain a high degree of confidentiality Travel required, including overnight stays

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모의 지원자 수

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스크랩

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Principal 소개

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Vicki Ree Principal, later known as Victoria Principal, is an American actress, producer, entrepreneur, and author, best known for her role as Pamela Barnes Ewing on the American primetime television soap opera Dallas. She spent nine years on the long-running series, leaving in 1987.

10,001+

직원 수

Harrogate

본사 위치

리뷰

2.8

3개 리뷰

워라밸

2.5

보상

3.5

문화

2.0

커리어

2.5

경영진

1.8

25%

친구에게 추천

장점

Supportive assistant general manager

Decent compensation

Well-engineered codebase

단점

Poor management (absent or overly controlling)

Petty and vindictive leadership behavior

Gender diversity issues

연봉 정보

5개 데이터

Principal/L7

Senior/L5

Principal/L7 · DATA SCIENTIST II

1개 리포트

$137,650

총 연봉

기본급

$105,885

주식

-

보너스

-

$137,650

$137,650

면접 경험

6개 면접

난이도

3.2

/ 5

소요 기간

14-28주

경험

긍정 0%

보통 50%

부정 50%

면접 과정

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

System Design Interview

5

Behavioral Interview

6

Onsite/Virtual Interviews

7

Offer

자주 나오는 질문

System Design

Coding/Algorithm

Technical Leadership

Behavioral/STAR

Past Experience