Senior Software Engineer, Global Risk (Des Moines, IA)

• About the role

  As a Financial Representative, you will be responsible for providing financial planning and investment advice to clients.

• Responsibilities

  • Developing and maintaining client relationships
  • Conducting financial assessments and creating personalized investment plans
  • Providing ongoing education on financial products and services

• Requirements

  • Bachelor's degree in finance, economics, or a related field
  • Minimum 2 years of relevant work experience in financial services
  • Strong communication and interpersonal skills

• Qualifications

  • Series 7 and Series 66 licenses preferred
  • Experience working with high-net-worth individuals
  • Knowledge of retirement planning and estate management

• Skills

  • Proficiency in Excel and other financial software
  • Excellent problem-solving and analytical skills
  • Ability to build trust and rapport with clients

• Benefits

  • Comprehensive health and wellness programs
  • Flexible work arrangements
  • Professional development opportunities

• Pay

  Compensation is commensurate with experience.

• Schedule

  Full-time position available.

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