Financial Services Advisor - Planning & Portfolio Growth

Rick Burke - State Farm Agent; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Rick Burke - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will guide clients through financial planning and investment decisions with a consultative, sales-minded approach.

In this role you will assist with portfolio management, asset allocation, and conduct financial reviews while maintaining strict regulatory compliance. A strong analytical mindset and effective communication are essential for success.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licenses such as SIE or Series 6/63/65 are 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 thinking

Communication skills

Tools

SIE license

Series 6/63/65 licenses

Job description

Rick Burke - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will guide clients through financial planning and investment decisions with a consultative, sales-minded approach.

In this role you will assist with portfolio management, asset allocation, and conduct financial reviews while maintaining strict regulatory compliance. A strong analytical mindset and effective communication are essential for success.