Financial Services Advisor — Planning & Growth

Thehockeyagent; Rogers (MN); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

Health Reimbursement Account

401(k) matching

Bonus based on performance

Opportunity for advancement

Job summary

Thehockeyagent in Rogers, MN is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and educating customers on their financial options. Candidates should have at least 3 years of experience in financial services, strong analytical skills, and communication abilities.

The compensation includes a competitive salary between $75,000 - $200,000 per year, with bonuses based on production in various financial areas.

Qualifications

• 3+ years of experience in financial services and planning.
• Strong analytical and communication skills.
• Preferred possession of FINRA Series 6 and 63 licenses.

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

Tools

FINRA Series 6 license

FINRA Series 63 license

Job description

Thehockeyagent in Rogers, MN is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and educating customers on their financial options. Candidates should have at least 3 years of experience in financial services, strong analytical skills, and communication abilities.

The compensation includes a competitive salary between $75,000 - $200,000 per year, with bonuses based on production in various financial areas.