Financial Services Advisor: Planning, Investments & Retirement

State Farm Agent; Maumelle (AR); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Retirement Plan Matching

Bonus based on performance

Competitive salary

Training & development

Job summary

An independent insurance agency in Maumelle, AR is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves providing expert financial advice, consulting on investment options, and maintaining regulatory compliance. The ideal candidate has over three years of experience in financial services and strong analytical skills. Compensation ranges from $40,000 to $60,000 annually with benefits such as retirement plan matching and performance bonuses.

Qualifications

• 3+ years of experience in financial services.
• 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

Analytical skills

Communication skills

Job description

An independent insurance agency in Maumelle, AR is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves providing expert financial advice, consulting on investment options, and maintaining regulatory compliance. The ideal candidate has over three years of experience in financial services and strong analytical skills. Compensation ranges from $40,000 to $60,000 annually with benefits such as retirement plan matching and performance bonuses.