Financial Services Advisor – Growth & Impact

Ryanyoungsf; Georgia; On-site; USD 65,000 - 150,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Ryanyoungsf is seeking a Financial Services Representative to join their State Farm agent team in Kennesaw, GA. This full-time position involves consulting customers on financial planning, assisting with asset allocation, and conducting financial reviews. The ideal candidate will have over 3 years of financial services experience and strong analytical skills. The compensation ranges from $65,000 to $150,000 per year, and attractive benefits such as 401(k) matching and performance bonuses are provided.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred: FINRA Series 65 and 63 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

Tools

FINRA Series 65 license

FINRA Series 63 license

Job description

Ryanyoungsf is seeking a Financial Services Representative to join their State Farm agent team in Kennesaw, GA. This full-time position involves consulting customers on financial planning, assisting with asset allocation, and conducting financial reviews. The ideal candidate will have over 3 years of financial services experience and strong analytical skills. The compensation ranges from $65,000 to $150,000 per year, and attractive benefits such as 401(k) matching and performance bonuses are provided.