Financial Services Advisor – Growth Path & 401(k) Match

Jeffmarksinsurance; Pinole, Northern (CA, KY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Opportunity for advancement

Paid time off

Training & development

Job summary

Jeff Marks - State Farm Agent in Pinole, CA is seeking a Financial Services Representative to market financial products that help customers manage daily risks. You will educate clients on options and apply your analytical skills to support a consultative sales approach.

Responsibilities include consulting on financial planning, portfolio management, and regulatory compliance. A minimum of 3+ years in financial services and relevant licenses are preferred.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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

Education

Series 6/63/65 or SIE licenses

Job description

Jeff Marks - State Farm Agent in Pinole, CA is seeking a Financial Services Representative to market financial products that help customers manage daily risks. You will educate clients on options and apply your analytical skills to support a consultative sales approach.

Responsibilities include consulting on financial planning, portfolio management, and regulatory compliance. A minimum of 3+ years in financial services and relevant licenses are preferred.