Financial Services Advisor — Planning & Growth

Ryan Young - State Farm Insurance Agent; Kennesaw (GA); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Ryan Young - State Farm Agent is hiring a Financial Services Representative to market and educate clients on financial products that cover everyday risks, using a consultative approach.

You will assist customers with portfolio considerations, conduct reviews, and ensure compliance with regulations while aiming for growth and high-quality service.

This role offers benefits and opportunities for advancement in a supportive State Farm agency environment.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.

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

Job description

Ryan Young - State Farm Agent is hiring a Financial Services Representative to market and educate clients on financial products that cover everyday risks, using a consultative approach.

You will assist customers with portfolio considerations, conduct reviews, and ensure compliance with regulations while aiming for growth and high-quality service.

This role offers benefits and opportunities for advancement in a supportive State Farm agency environment.