Financial Services Advisor — Planning & Investments

Rodney Allen - State Farm Agent; Chattanooga (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Life Insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Opportunity for advancement

M-F- 8:30-5:00pm

Job summary

Rodney Allen - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to help manage everyday risks and grow the agency’s client base.

Responsibilities include advising on investments, portfolio reviews, and ensuring regulatory compliance while pursuing opportunities for advancement within the agency.

Qualifications

• 2+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• 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

Education

SIE license

Series 6/63/65 licenses

Job description

Rodney Allen - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to help manage everyday risks and grow the agency’s client base.

Responsibilities include advising on investments, portfolio reviews, and ensuring regulatory compliance while pursuing opportunities for advancement within the agency.