Financial Services Advisor - Planning, Growth, Flexible Schedule

Trevis Beeck - State Farm Agent; Denison (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Trevis Beeck - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply analytical precision and a consultative approach to assist customers in managing everyday risks.

Responsibilities include consulting on planning and investment options, portfolio management, financial reviews, and maintaining compliance with regulations.

Qualifications

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

Job description

Trevis Beeck - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply analytical precision and a consultative approach to assist customers in managing everyday risks.

Responsibilities include consulting on planning and investment options, portfolio management, financial reviews, and maintaining compliance with regulations.