Sr Wealth Sales Associate - Team Lead

Principal Financial Group
📍 Charlotte, NC, United States 💼 Full-time 🕒 Posted July 01, 2026

Job Description

**What You'll Do**

This role blends internal sales execution with team leadership, serving as both a producing Wealth Sales Associate and the on-site SRR for a team of Wealth Sales & Service Associates. You’ll drive sales results while coaching and developing talent, strengthening advisor relationships, and supporting territory growth in partnership with external wholesalers.

Here are a few examples of the kinds of things you’ll do:

+ Lead, coach, and develop a team of Wealth Sales & Service Associates while serving as a producing SRR, driving individual and team sales performance
+ Complete internal sales activities, including proactive outreach, advisor relationship management, and delivery of product insights, performance data, and tailored sales ideas
+ Partner with external wholesalers to develop and execute territory sales and asset retention strategies, identify growth opportunities, and strengthen broker relationships
+ Drive achievement of i...

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Job Details

  • Location Charlotte, NC
  • Job Type Full-time
  • Category other-general
  • Posted Date July 01, 2026
  • Application Deadline July 06, 2026