Financial Services Advisor | Planning, Growth & Benefits

Darrell Shelton - State Farm Agent; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Job summary

Darrell Shelton - State Farm Agent in Miami, Florida, is seeking a Financial Services Representative to market financial products and educate clients on their options. The role requires strong analytical skills and 3+ years of experience in financial services.

The successful candidate will assist with portfolio management, conduct financial reviews, and maintain compliance with regulations. If you possess the necessary licenses, we encourage you to apply for this opportunity.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication abilities.
• Possession of relevant FINRA 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

Darrell Shelton - State Farm Agent in Miami, Florida, is seeking a Financial Services Representative to market financial products and educate clients on their options. The role requires strong analytical skills and 3+ years of experience in financial services.

The successful candidate will assist with portfolio management, conduct financial reviews, and maintain compliance with regulations. If you possess the necessary licenses, we encourage you to apply for this opportunity.