Financial Services Advisor: Planning & Investments

State Farm Agent; Fort Worth (TX); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Résumé du poste

State Farm Agent in Fort Worth, Texas, is seeking a Financial Service Representative to market financial products and educate customers on their options. Candidates should have over 3 years of experience in financial services, with excellent analytical and communication skills.

This role includes consulting on financial planning, assisting with portfolio management, and ensuring compliance with regulations. The position offers competitive salary and benefits including health and dental insurance.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Possessing FINRA Series 7 and 63 licenses is preferred.

Responsabilités

• 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.

Connaissances

Analytical skills

Communication skills

Outils

FINRA Series 7 and 63 licenses

Description du poste

State Farm Agent in Fort Worth, Texas, is seeking a Financial Service Representative to market financial products and educate customers on their options. Candidates should have over 3 years of experience in financial services, with excellent analytical and communication skills.

This role includes consulting on financial planning, assisting with portfolio management, and ensuring compliance with regulations. The position offers competitive salary and benefits including health and dental insurance.