Financial Services Advisor – Planning & Portfolio Growth

Tabaresinsurance; Moore (OK); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Bonus based on performance

Paid holidays

Job summary

Scott Tabares - State Farm Agent is seeking a Financial Services Representative to join a team focused on marketing and educating customers about financial products that help manage daily risks. You will leverage your sales-minded, consultative approach to discuss options and guide clients through planning and asset allocation.

With 3+ years in financial services, you’ll present solutions, perform reviews, and stay compliant with regulations.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65 licenses or certifications 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

SIE Certification

Series 6/63/65 Certifications

Job description

Scott Tabares - State Farm Agent is seeking a Financial Services Representative to join a team focused on marketing and educating customers about financial products that help manage daily risks. You will leverage your sales-minded, consultative approach to discuss options and guide clients through planning and asset allocation.

With 3+ years in financial services, you’ll present solutions, perform reviews, and stay compliant with regulations.