Financial Services Advisor - Flexible Schedule & Growth

Gladwithchad; Palatine (IL); Hybrid; USD 45,000 - 52,000; Full time

Benefits offered by this job

Salary PLUS commission

401(k)

Bonus based on performance

Health insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Agent Chad Radtke is seeking a Financial Services Representative to market financial products and educate customers about options. You will support portfolio management, asset allocation, and perform financial reviews within a compliance framework.

The role requires a proven sales background in financial services and relevant Series licenses, with a strong focus on customer service and relationship-building in a community-focused agency.

Qualifications

• 3+ years of experience in financial services preferred.
• Analytical and communication skills.
• Proven track record of meeting sales targets.
• Series 6, 63, 65 or 7 license.

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

Sales targets

Financial services experience

Tools

Series 6/63/65/7 license

Job description

State Farm Agent Chad Radtke is seeking a Financial Services Representative to market financial products and educate customers about options. You will support portfolio management, asset allocation, and perform financial reviews within a compliance framework.

The role requires a proven sales background in financial services and relevant Series licenses, with a strong focus on customer service and relationship-building in a community-focused agency.