Financial Services Advisor - Flexible Schedule & Bonus

Crystal Fuller - State Farm Insurance Agent; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Crystal Fuller - State Farm Agent in San Antonio, TX is seeking a Financial Services Representative to join a growing agency team. You will market financial products, advise clients on risk management, retirement, and investment options, and work closely with a licensed team to deliver excellent service.

Overview: strong analytical and communication skills, FINRA licenses preferred, and a commitment to integrity, client satisfaction, and ongoing development.

Qualifications

• Experience in financial services preferred.
• 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

Education

FINRA Series 7 license

FINRA Series 63 license

Job description

Crystal Fuller - State Farm Agent in San Antonio, TX is seeking a Financial Services Representative to join a growing agency team. You will market financial products, advise clients on risk management, retirement, and investment options, and work closely with a licensed team to deliver excellent service.

Overview: strong analytical and communication skills, FINRA licenses preferred, and a commitment to integrity, client satisfaction, and ongoing development.