Financial Services Advisor – Growth & Portfolio Guidance

Gregmeyer; Leander (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Greg Meyer - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on options, perform portfolio reviews, and support asset allocation with a consultative approach.

With 3+ years in financial services and licenses such as SIE or Series 6/63/65, you will help ensure compliance and drive growth in a customer-centric agency environment in Texas.

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

Tools

SIE license

Series 6/63/65 licenses

Job description

Greg Meyer - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on options, perform portfolio reviews, and support asset allocation with a consultative approach.

With 3+ years in financial services and licenses such as SIE or Series 6/63/65, you will help ensure compliance and drive growth in a customer-centric agency environment in Texas.