Financial Planner & Portfolio Advisor — Growth & Compliance

Timkeefe; Clute (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Timkeefe in Clute, Texas is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and helping customers manage their financial risks, fulfilling the agency's mission to be a reliable resource during financial challenges.

The ideal candidate will have strong analytical and communication skills, a college degree in finance or related field, or 3+ years of experience in financial services. Health insurance and a competitive salary are among the benefits offered.

Qualifications

• 3+ years of experience in financial services or related degree.
• Ability to consult customers on financial planning.
• Proficiency in 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.

Skills

Analytical skills

Communication skills

Education

College Degree in Finance or related field

Job description

Timkeefe in Clute, Texas is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and helping customers manage their financial risks, fulfilling the agency's mission to be a reliable resource during financial challenges.

The ideal candidate will have strong analytical and communication skills, a college degree in finance or related field, or 3+ years of experience in financial services. Health insurance and a competitive salary are among the benefits offered.