Financial Services Advisor - Flexible Schedule & Growth

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 is seeking a Financial Services Representative to market financial products, educate customers on their options, and support clients with portfolio reviews and risk management. We value analytical and communication skills, with FINRA Series 7/63 licenses preferred.

Join a growing, award-winning agency in San Antonio with multiple offices and a track record of community service.

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

Financial services experience

Analytical skills

Communication skills

FINRA Licenses 7/63

Job description

Crystal Fuller - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on their options, and support clients with portfolio reviews and risk management. We value analytical and communication skills, with FINRA Series 7/63 licenses preferred.

Join a growing, award-winning agency in San Antonio with multiple offices and a track record of community service.