Financial Planning & Investments Advisor | Growth & Perks

Corina Marler - State Farm Agent; Fairfield (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Corina Marler - State Farm Agent is seeking a Financial Services Representative to market financial products efficiently. You will use your financial expertise to advise customers on their financial options, ensuring their needs are met through effective portfolio management and compliance with regulations.

The role requires 3+ years of experience and strong analytical skills. Successful candidates will benefit from a competitive salary and various perks, including health insurance and performance bonuses.

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.

Job description

Corina Marler - State Farm Agent is seeking a Financial Services Representative to market financial products efficiently. You will use your financial expertise to advise customers on their financial options, ensuring their needs are met through effective portfolio management and compliance with regulations.

The role requires 3+ years of experience and strong analytical skills. Successful candidates will benefit from a competitive salary and various perks, including health insurance and performance bonuses.