Financial Services Advisor: Planning, Portfolio & Compliance

Brian-Hanson---State-Farm-Agent; Urbana (IL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Advancement opportunities

Paid time off

Performance bonus

Competitive salary

Job summary

Brian Hanson's State Farm agency is seeking a Financial Services Representative to market financial products that help customers manage everyday risks. You will educate clients with a consultative approach and use analytical precision to support informed choices.

The role involves consulting on planning, assisting with portfolio management, conducting reviews, and ensuring compliance while contributing to the agency's growth and service excellence.

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

Financial services exp

Analytical skills

Communication skills

Education

SIE, Series 6/63/65 certifications

Job description

Brian Hanson's State Farm agency is seeking a Financial Services Representative to market financial products that help customers manage everyday risks. You will educate clients with a consultative approach and use analytical precision to support informed choices.

The role involves consulting on planning, assisting with portfolio management, conducting reviews, and ensuring compliance while contributing to the agency's growth and service excellence.