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Equity Sales Professional
1 month ago
Dowling Partners, LLC is a boutique equity research firm and full-service broker-dealer that specializes in the insurance industry. Our company provides institutional clients with equity research, equity sales, trading, and capital market services.
Our team consists of seasoned professionals with extensive industry expertise and a focus on delivering value-added insights and services to our clients. We prioritize long-term value creation and fundamental analysis, which has earned us a reputation as the preeminent provider of insurance research. We have consistently been recognized as the top-rated insurance research provider and industry source.
Job SummaryWe are seeking a highly motivated Equity Sales Associate to join our team at Dowling Partners. The successful candidate will be responsible for developing and maintaining client relationships, executing equity sales trades, providing market insights, and supporting our equity research efforts.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
- Execute equity sales trades and provide market insights to clients.
- Support the firm's equity research efforts by providing data and analysis.
- Stay up-to-date with market trends and developments to provide valuable insights to clients.
- Strong understanding of equity markets and financial products.
- Proven sales and relationship management skills.
- Excellent communication and presentation abilities.
- Ability to work independently and as part of a team.
- Competitive attitude and strong work ethic.
- 1-3 years of experience in the financial services industry.
- Series 7 and 63 licenses preferred.
- Bachelor's degree in finance, economics, or related field.
- Proficient in Microsoft Products (Excel, Outlook, and Word).