Financial Services Advisor — Investments & Planning

Carey Heitman; Saint Robert, Northern (MO, KY); Hybrid; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Dental insurance

Job summary

State Farm Agent Team Member in St. Robert, MO is seeking a Financial Services Representative to market financial products and provide consultative guidance on risks and options.

You will work with customers on personal lines, investments, and retirement products, building trusted relationships while ensuring compliance. The role includes a competitive salary with commissions, health insurance, and paid time off.

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

Sales mindset

Job description

State Farm Agent Team Member in St. Robert, MO is seeking a Financial Services Representative to market financial products and provide consultative guidance on risks and options.

You will work with customers on personal lines, investments, and retirement products, building trusted relationships while ensuring compliance. The role includes a competitive salary with commissions, health insurance, and paid time off.