Financial Services Advisor — Investment & Planning

Jesse Torres - State Farm Agent; Hermiston (OR); Sur place; USD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Free uniforms

Paid time off

Signing bonus

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Résumé du poste

Jesse Torres - State Farm Agent in Hermiston, OR is seeking a proactive Financial Services Representative to educate customers on financial options and manage everyday risks with a consultative approach. You will market financial products, perform portfolio reviews, and support compliance within a team-driven, customer-focused environment.

The role emphasizes analytical assessment, strong communication with clients, and ongoing professional development to grow client relationships and help

Qualifications

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

Responsabilités

• 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.

Connaissances

Analytical skills

Communication skills

Description du poste

Jesse Torres - State Farm Agent in Hermiston, OR is seeking a proactive Financial Services Representative to educate customers on financial options and manage everyday risks with a consultative approach. You will market financial products, perform portfolio reviews, and support compliance within a team-driven, customer-focused environment.

The role emphasizes analytical assessment, strong communication with clients, and ongoing professional development to grow client relationships and help