Financial Services Advisor: Growth & Flexible Schedule

Tyler Thomason - State Farm Agent; Woodstock (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Job summary

Tyler Thomason - State Farm Agent in Woodstock, Georgia, is seeking a Financial Services Representative to effectively market financial products that help manage everyday risks.

You will educate customers on financial options using your analytical skills and create tailored solutions to meet their needs. The role emphasizes compliance with financial regulations and offers a supportive team environment with growth opportunities.

Qualifications

• 2+ years of experience in financial services preferred.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses required.

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

Tyler Thomason - State Farm Agent in Woodstock, Georgia, is seeking a Financial Services Representative to effectively market financial products that help manage everyday risks.

You will educate customers on financial options using your analytical skills and create tailored solutions to meet their needs. The role emphasizes compliance with financial regulations and offers a supportive team environment with growth opportunities.