Senior Investment Data Engineer developing scalable data solutions for Davy’s investment team. Managing data workflows and collaborating with business experts to enhance analytics capabilities.
About the role
- Financial Representative assisting clients in achieving their financial goals through personalized insurance solutions. Building long-term relationships and developing comprehensive financial plans.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans that include investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
- Build and maintain a network of clients through referrals, community involvement, and professional associations
Requirements
- A bachelor's degree is preferred
- Previous experience in financial services, insurance or business development is beneficial but not required
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Benefits
- Retirement
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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