Financial Services Advisor – Growth & Planning

Laura Mckay - State Farm Agent; Germantown (TN); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Training & development

Job summary

Laura Mckay - State Farm Agent in Germantown, Tennessee is seeking a Financial Services Representative to market and educate customers on financial products. The role offers a competitive base salary between $30,000 to $35,000 plus performance bonuses based on individual success.

The ideal candidate will have over a year of experience in financial services and preferred licenses such as FINRA Series 7 and 63. This is a great growth opportunity with training and advancement available.

Qualifications

• 1+ 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

Financial planning

Asset allocation

Analytical skills

Communication skills

Job description

Laura Mckay - State Farm Agent in Germantown, Tennessee is seeking a Financial Services Representative to market and educate customers on financial products. The role offers a competitive base salary between $30,000 to $35,000 plus performance bonuses based on individual success.

The ideal candidate will have over a year of experience in financial services and preferred licenses such as FINRA Series 7 and 63. This is a great growth opportunity with training and advancement available.