Financial Planner & Investment Advisor - Flexible Schedule

Bradbillings; Shakopee (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Brad Billings State Farm Agency is seeking an Registered Rep/Financial Planner to market and educate customers on financial products that manage everyday risks. You will apply your consultative, sales-minded approach and analytical precision to help clients understand options and plan for their financial future.

Responsibilities include consulting on planning and investments, assisting with portfolio management, conducting reviews, and maintaining regulatory compliance.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licensing: SIE, Series 6/63/65, or similar preferred.
• Commitment to compliance with financial regulations.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical

Communication

Sales acumen

Education

Series 6/63/65 or SIE licenses

Job description

Brad Billings State Farm Agency is seeking an Registered Rep/Financial Planner to market and educate customers on financial products that manage everyday risks. You will apply your consultative, sales-minded approach and analytical precision to help clients understand options and plan for their financial future.

Responsibilities include consulting on planning and investments, assisting with portfolio management, conducting reviews, and maintaining regulatory compliance.