Financial Services Advisor — Growth, Training & Benefits

State Farm Agent; Leander (TX); On-site; USD 45,000 - 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 in Round Rock, TX is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical rigor and a consultative sales approach within a State Farm Agent office.

The position involves a team-driven, growth-oriented environment with opportunities for advancement and a strong focus on compliance and customer service.

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

Licensing: Series 6/63/65 or SIE

Certifications

Job description

Greg Meyer - State Farm Agent in Round Rock, TX is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical rigor and a consultative sales approach within a State Farm Agent office.

The position involves a team-driven, growth-oriented environment with opportunities for advancement and a strong focus on compliance and customer service.