Financial Services Advisor – Flexible Schedule & Growth

Heyinsuranceguy; Aurora (IL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

401(k)

Health insurance

Job summary

Heyinsuranceguy is seeking a Financial Services Representative for their State Farm Agent Team in Aurora, IL. The ideal candidate will have over 3 years of experience in financial services, possessing analytical and communication skills alongside L&H, Series 7 and 63 licenses. Responsibilities include consulting on financial planning, assisting with portfolio management, and maintaining compliance with regulations. This full-time position offers a competitive salary ranging from $60,000 to $75,000 and benefits such as performance-based bonuses, flexible scheduling, and career advancement opportunities.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licensed in Life & Health Insurance and FINRA Series 7 and 63.

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

Tools

L&H License

FINRA Series 7

FINRA Series 63

Job description

Heyinsuranceguy is seeking a Financial Services Representative for their State Farm Agent Team in Aurora, IL. The ideal candidate will have over 3 years of experience in financial services, possessing analytical and communication skills alongside L&H, Series 7 and 63 licenses. Responsibilities include consulting on financial planning, assisting with portfolio management, and maintaining compliance with regulations. This full-time position offers a competitive salary ranging from $60,000 to $75,000 and benefits such as performance-based bonuses, flexible scheduling, and career advancement opportunities.