Financial Services Advisor: Planning & Investments

State Farm Agent; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

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.

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

Tools

FINRA Series 7 and 63 licenses

Job description

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.