Financial Services Advisor – Insurance & Investments

Treyrhodes; Newnan (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Health benefits

Paid time off

Valuable experience

Growth potential/advancement

Job summary

Trey Rhodes - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. This role supports growth for the agency in Newnan, GA, with a consultative approach to managing everyday risks.

You will consult on planning, assist with asset allocation, and perform financial reviews while staying compliant with regulations. Licensing (Series 6/63/65 or SIE) is preferred.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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

3+ years experience

Education

SIE, Series 6/63/65 licenses

Job description

Trey Rhodes - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. This role supports growth for the agency in Newnan, GA, with a consultative approach to managing everyday risks.

You will consult on planning, assist with asset allocation, and perform financial reviews while staying compliant with regulations. Licensing (Series 6/63/65 or SIE) is preferred.