Financial Services Advisor – Client Planning & Investments

Daviddupree; Nixa (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent invites you to join as a Financial Services Representative. You will market financial products, educate customers on options, and apply analytical precision to help manage daily risks.

The role requires a sales-minded, consultative approach, with strong compliance with regulations and collaboration with the agent team to grow the client base of the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills to educate customers on options.
• Series 6/63/65 or SIE licenses preferred; other certifications noted.

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

Sales experience

Job description

David Dupree - State Farm Agent invites you to join as a Financial Services Representative. You will market financial products, educate customers on options, and apply analytical precision to help manage daily risks.

The role requires a sales-minded, consultative approach, with strong compliance with regulations and collaboration with the agent team to grow the client base of the agency.