Financial Services Advisor | Growth & Flexible Schedule

Ryan Vanderveen - State Farm Agent; Aurora (IL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Bonus

Competitive pay

Flexible schedule

Advancement opportunities

Paid time off

Training & development

401(k)

Health insurance

Job summary

Ryan Vanderveen - State Farm Agent in Illinois is seeking a proactive Financial Services Representative to market and manage financial products that help clients protect and grow what matters. You will rely on a consultative approach to educate customers on financial options and gro w a key part of a thriving agency.

In this role you will consult on insurance and investment options, assist with portfolio management and asset allocation, conduct financial reviews, and ensure compliance with

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• L&H License
• FINRA Series 65 licenses.

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

Ryan Vanderveen - State Farm Agent in Illinois is seeking a proactive Financial Services Representative to market and manage financial products that help clients protect and grow what matters. You will rely on a consultative approach to educate customers on financial options and gro w a key part of a thriving agency.

In this role you will consult on insurance and investment options, assist with portfolio management and asset allocation, conduct financial reviews, and ensure compliance with