Financial Services Advisor - Growth, Benefits & Flexible Schedule

Crystal Fuller; 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 is hiring a Financial Services Representative to market financial products and help clients manage risks. You will educate customers on financial options and work within an established team that values integrity.

The role emphasizes sales-minded, consultative service, portfolio reviews, and adherence to regulations. A supportive environment with opportunities for advancement and ongoing training is offered.

Qualifications

• Analytical and communication skills are essential.
• FINRA Series 7 and 63 licenses preferred.
• Experience in financial services 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

Job description

Crystal Fuller - State Farm is hiring a Financial Services Representative to market financial products and help clients manage risks. You will educate customers on financial options and work within an established team that values integrity.

The role emphasizes sales-minded, consultative service, portfolio reviews, and adherence to regulations. A supportive environment with opportunities for advancement and ongoing training is offered.