Financial Services Advisor: Base + Commission + 401(k)

Heather Thies; Florida; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base + Commission

Opportunity for advancement

Paid time off

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Training & development

Access to Industry-Leading Financial P

Job summary

Heather Thies - State Farm Agent in Clermont, FL seeks a Financial Services Representative for a full‑time role. You will market financial products, educate customers on options, and support risk management while serving an established client base.

The position offers a base salary plus commission, with opportunities for advancement and a path to growth within State Farm's trusted lineup of products.

Qualifications

• 2+ years of experience in financial services.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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

Financial services experience

SIE/Series 6/63/65 licensed

Certifications

Job description

Heather Thies - State Farm Agent in Clermont, FL seeks a Financial Services Representative for a full‑time role. You will market financial products, educate customers on options, and support risk management while serving an established client base.

The position offers a base salary plus commission, with opportunities for advancement and a path to growth within State Farm's trusted lineup of products.