Financial Services Advisor & Growth Partner

Al Shattuck - State Farm Agent; DeWitt (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Base + Commission + Bonuses

Hiring Bonus

401(k)

Health insurance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Al Shattuck - State Farm Agent in DeWitt, Michigan is seeking a Financial Services Representative to market financial products that manage everyday risks. This role requires a consultative approach and analytical precision to educate customers about their financial options.

The candidate will assist with financial planning, portfolio management, and compliance with regulations, aiming for performance-based bonuses and career advancement opportunities.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred: FINRA Series 7 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 7 license

FINRA Series 63 license

Job description

Al Shattuck - State Farm Agent in DeWitt, Michigan is seeking a Financial Services Representative to market financial products that manage everyday risks. This role requires a consultative approach and analytical precision to educate customers about their financial options.

The candidate will assist with financial planning, portfolio management, and compliance with regulations, aiming for performance-based bonuses and career advancement opportunities.