Financial Services Advisor - Flexible Schedule & Growth

Collin Doyle - State Farm Agent; Mayfield (OH); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Simple IRA

Health insurance

Bonus

Salary

Flexible schedule

Advancement

Paid time off

Training & development

Zusammenfassung

Collin Doyle - State Farm Agent in Mayfield, OH is seeking a Financial Services Representative to support the agency's financial products and client relationships.

You will consult customers on financial planning and investment options, assist with portfolio management and asset allocation, and conduct reviews to recommend suitable products while maintaining compliance with regulations.

Qualifikationen

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Communication skills

Jobbeschreibung

Collin Doyle - State Farm Agent in Mayfield, OH is seeking a Financial Services Representative to support the agency's financial products and client relationships.

You will consult customers on financial planning and investment options, assist with portfolio management and asset allocation, and conduct reviews to recommend suitable products while maintaining compliance with regulations.