Financial Services Advisor — Planning, Investments & Growth

Gladwininsurance; United States; On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm is seeking a diligent Financial Services Representative – State Farm Agent Team Member in Gladwin to market financial products and help customers manage everyday risks with a consultative approach.

You will analyze client needs, present suitable options, assist with portfolio management, and conduct regular financial reviews while maintaining compliance with regulations.

This full-time role offers paid time off, development opportunities, and a performance-based bonus.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 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

Financial services experience

Analytical skills

Communication skills

Education

FINRA Series 7 & 63 licenses

Job description

State Farm is seeking a diligent Financial Services Representative – State Farm Agent Team Member in Gladwin to market financial products and help customers manage everyday risks with a consultative approach.

You will analyze client needs, present suitable options, assist with portfolio management, and conduct regular financial reviews while maintaining compliance with regulations.

This full-time role offers paid time off, development opportunities, and a performance-based bonus.