Financial Services Advisor - Planning & Growth

Chris Madonna - State Farm Agent; West Chester (Chester County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Chris Madonna - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial options, helping them manage risks with a consultative, sales-minded approach.

You will review investments, discuss portfolios, and recommend appropriate products while ensuring compliance with financial regulations and contributing to the agency's growth.

Qualifications

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

Financial services experience

Analytical skills

Communication skills

FINRA Series 7 & 63 licenses preferred

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chris Madonna - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

QUALIFICATIONS:

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