Financial Services Advisor — Base + Commission & Growth

Heatherthies; Florida; Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Base + Commission

Advancement opportunities

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Résumé du poste

Heather Thies - State Farm Agent Team Member is seeking a Financial Services Representative to market financial products and manage client portfolios. You will educate customers on financial options with a consultative, sales-minded approach while supporting the agency’s goals.

You will leverage an established local client base and participate in ongoing training, compliance, and development opportunities within a high-performing State Farm agency.

Qualifications

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

Responsabilités

• 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.

Connaissances

Financial services experience

Formation

Series 6/63/65 or SIE licenses

Description du poste

Heather Thies - State Farm Agent Team Member is seeking a Financial Services Representative to market financial products and manage client portfolios. You will educate customers on financial options with a consultative, sales-minded approach while supporting the agency’s goals.

You will leverage an established local client base and participate in ongoing training, compliance, and development opportunities within a high-performing State Farm agency.