Financial Advisor

Tony Lopez - State Farm Insurance Agent; Winter Park (FL); Hybrid; Full time

Job summary

An established insurance and financial services agency in Winter Park, FL is seeking a Financial Advisor to provide tailored financial planning services. The role involves evaluating clients' financial needs, creating strategies, and offering guidance on retirement and investments. Strong interpersonal skills and financial expertise are essential. Join a committed team focused on delivering exceptional customer service and crafting solutions to achieve clients' financial goals.

Qualifications

• Proficiency in Financial Planning, Finance, and Retirement Planning.
• Knowledge and experience in Investments and Financial Advisory services.
• Strong interpersonal and communication skills for building client relationships.
• Ability to analyze complex financial data and offer customized financial solutions.
• Self-motivated and capable of working both independently and collaboratively.
• Relevant certifications or licenses (e.g., CFP, Series 7, or equivalent) are preferred.
• Experience in the insurance or financial services industry is a plus.

Responsibilities

• Provide financial planning services and evaluate clients' financial needs.
• Create tailored strategies to meet clients' financial goals.
• Offer guidance on retirement planning and investment options.
• Build and maintain strong client relationships.
• Stay updated on financial products and market trends.

Skills

Financial Planning

Retirement Planning

Investment Knowledge

Interpersonal Skills

Communication Skills

Analytical Skills

Self-Motivated

Education

Bachelor's degree in Finance, Business Administration, or related field

Tools

CFP certification

Series 7 license

Job description

State Farm Agent Tony Lopez serves the Winter Park, FL area, offering a range of insurance products, including life, car, and home insurance. Dedicated to meeting the diverse needs of customers, the agency is committed to providing personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office ensures reliable and professional assistance. Join a team focused on exceptional customer service and financial solutions tailored to individual needs.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning services, evaluating clients\' financial needs, and creating tailored strategies to meet their financial goals. Key responsibilities include offering guidance on retirement planning, investment options, and overall financial advisory services. Building and maintaining strong client relationships and staying updated on financial products and market trends are integral to this role.

Qualifications

• Proficiency in Financial Planning, Finance, and Retirement Planning
• Knowledge and experience in Investments and Financial Advisory services
• Strong interpersonal and communication skills for building client relationships
• Ability to analyze complex financial data and offer customized financial solutions
• Self-motivated and capable of working both independently and collaboratively in a hybrid work environment
• Relevant certifications or licenses (e.g., CFP, Series 7, or equivalent) are preferred
• Bachelor\'s degree in Finance, Business Administration, or a related field is an advantage
• Experience in the insurance or financial services industry is a plus