Financial Planning & Investment Advisor

Robert Boerner - State Farm Agent; Midland (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Robert Boerner - State Farm Agent in Midland, Michigan is looking for a Financial Services Specialist to market financial products and support customers in managing risks and achieving financial goals. You will work directly with clients to develop strategies that suit their needs and provide expert guidance in financial planning.

The ideal candidate has over three years of experience in financial services, strong analytical and communication skills, and preferably holds FINRA Series 7 and 63 licenses. Join our team to help customers secure their financial future.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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 skills

Communication skills

Job description

Robert Boerner - State Farm Agent in Midland, Michigan is looking for a Financial Services Specialist to market financial products and support customers in managing risks and achieving financial goals. You will work directly with clients to develop strategies that suit their needs and provide expert guidance in financial planning.

The ideal candidate has over three years of experience in financial services, strong analytical and communication skills, and preferably holds FINRA Series 7 and 63 licenses. Join our team to help customers secure their financial future.