Financial Services Advisor — Growth & Planning Specialist

Don Woodson - State Farm Agent; Fulton (MO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Opportunity for advancement

Job summary

Don Woodson - State Farm Agent in Fulton, MO seeks a Financial Services Representative to market financial products and educate customers on their options. You will use consultative advice to assist with risk management and growth strategies, while leveraging state-of-the-art technology and mentoring to grow your career within the agency.

The role emphasizes analytical precision, customer education, and compliance with financial regulations as you offer portfolio management and investment

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

Customer-focused

Education

FINRA Series 7 license

FINRA Series 63 license

Job description

Don Woodson - State Farm Agent in Fulton, MO seeks a Financial Services Representative to market financial products and educate customers on their options. You will use consultative advice to assist with risk management and growth strategies, while leveraging state-of-the-art technology and mentoring to grow your career within the agency.

The role emphasizes analytical precision, customer education, and compliance with financial regulations as you offer portfolio management and investment