Fixed Income Corporate Credit Analyst
Principal Asset Management · Des Moines, IA · 2 wk ago
On-siteFinanceFull-time
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About the role
As a Financial Representative, you will be responsible for providing financial planning and investment advice to clients.
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Responsibilities
- Developing and maintaining client relationships
- Conducting financial assessments and creating personalized investment plans
- Providing ongoing education on financial products and services
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Requirements
- Bachelor's degree in finance, economics, or related field
- Minimum 2 years of relevant work experience in financial services
- Strong communication and interpersonal skills
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Qualifications
- Series 7 and Series 66 licenses preferred
- Experience with wealth management software is a plus
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Skills
- Excellent problem-solving and analytical skills
- Ability to build trust and rapport with clients
- Strong attention to detail
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Benefits
- Comprehensive health insurance
- Retirement savings plan
- Flexible work schedule
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Pay
Compensation is commensurate with experience.
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Schedule
Full-time position with flexible hours.
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Global locations
- North America
- United States
- Asia Pacific
- Hong Kong
- Indonesia
- India
- Philippines
- Thailand
- Malaysia
- Singapore
- Latin America
- Chile
- Mexico
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