Financial Services Advisor: Client Planning & Investments

Mike Brewer - State Farm Agent; Fort Worth (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Mike Brewer State Farm is seeking a results-driven financial service representative to market and educate customers on our financial products. You will leverage a sales-minded, consultative approach to address everyday risk management and long-term financial planning.

In this role you will consult customers on financial planning and investment options, assist with portfolio management and asset allocation, and conduct reviews to recommend appropriate products while maintaining strict regulatory

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.

Skills

Analytical skills

Communication skills

Financial services experience

Job description

Mike Brewer State Farm is seeking a results-driven financial service representative to market and educate customers on our financial products. You will leverage a sales-minded, consultative approach to address everyday risk management and long-term financial planning.

In this role you will consult customers on financial planning and investment options, assist with portfolio management and asset allocation, and conduct reviews to recommend appropriate products while maintaining strict regulatory