Financial Services Advisor — Planning, Portfolio & Growth

State-Farm-319b4913; Chattanooga (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Life Insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Rodney Allen - State Farm Agent is seeking a Financial Services Representative - State Farm Agent Team Member. You will market financial products that manage everyday risks and educate customers on their financial options, applying a sales-minded, consultative approach to guidance and planning.

You will consult customers with financial planning, assist with portfolio management and asset allocation, conduct financial reviews and ensure compliance with regulations, contributing to the agency's

Qualifications

• 2+ 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

Job description

Rodney Allen - State Farm Agent is seeking a Financial Services Representative - State Farm Agent Team Member. You will market financial products that manage everyday risks and educate customers on their financial options, applying a sales-minded, consultative approach to guidance and planning.

You will consult customers with financial planning, assist with portfolio management and asset allocation, conduct financial reviews and ensure compliance with regulations, contributing to the agency's