Financial Services Advisor - Client-Centric Planning

Kim Lego - State Farm Agent; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Kim Lego - State Farm Agent in New York is seeking an in-office Financial Services Advisor to market and educate customers on financial options. You will support portfolio reviews and risk management through a consultative approach.

Ideal candidates have 3+ years in financial services, strong analytical and communication abilities, and a Series 6 or 63 license (preferred). This role offers growth within a collaborative, community-focused agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Licensed in Financial Services- Series 6 or 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

Financial services

Analytical skills

Communication skills

Job description

Kim Lego - State Farm Agent in New York is seeking an in-office Financial Services Advisor to market and educate customers on financial options. You will support portfolio reviews and risk management through a consultative approach.

Ideal candidates have 3+ years in financial services, strong analytical and communication abilities, and a Series 6 or 63 license (preferred). This role offers growth within a collaborative, community-focused agency.