Financial Services Advisor — Client Planning & Investments

Basalt, CO; Basalt (CO); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Vision insurance

401(k)

401(k) matching

Health insurance

Job summary

State Farm is seeking a Financial Services Representative to join Andrea Gurule State Farm Agent Team in Basalt, CO. You will market financial products, educate customers on options, and support a consultative approach to planning.

Requirements include 3+ years in financial services, strong analytical and communication skills, and FINRA Series 7 and 63 licenses preferred. Compensation ranges from $45,000 to $100,000 per year with benefits.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.

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

Experience in financial services

Education

FINRA Series 7 and 63 licenses preferred

Job description

State Farm is seeking a Financial Services Representative to join Andrea Gurule State Farm Agent Team in Basalt, CO. You will market financial products, educate customers on options, and support a consultative approach to planning.

Requirements include 3+ years in financial services, strong analytical and communication skills, and FINRA Series 7 and 63 licenses preferred. Compensation ranges from $45,000 to $100,000 per year with benefits.