Financial Services Advisor: Planning & Portfolio

Greg Meyer - State Farm Agent; Leander (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Greg Meyer - State Farm Agent is looking for a Financial Services Representative to help market and explain financial products that manage everyday risks. This role emphasizes a consultative sales approach, strong analytical capabilities, and accurate product recommendations for customers seeking financial options.

You will be part of a local State Farm agent team, focused on growing client relationships. The position involves evaluating customer needs, presenting suitable financial solutions,

Qualifications

• 3+ 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

Series 6/63/65 or SIE licenses

Job description

Greg Meyer - State Farm Agent is looking for a Financial Services Representative to help market and explain financial products that manage everyday risks. This role emphasizes a consultative sales approach, strong analytical capabilities, and accurate product recommendations for customers seeking financial options.

You will be part of a local State Farm agent team, focused on growing client relationships. The position involves evaluating customer needs, presenting suitable financial solutions,