Financial Services Advisor | Planning & Portfolio Guidance

Jerry Lucente - State Farm Agent; Homer Glen (IL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Training & development

Vision insurance

Performance bonus

Dental insurance

Job summary

Jerry Lucente State Farm is seeking a Financial Service Representative to market and educate customers on financial options. You will analyze and present investment and portfolio strategies, and support clients with planning for everyday risks.

The role emphasizes compliant, consultative service and opportunity for growth within the agency. Ideal candidates have strong analytical and communication skills, plus relevant licenses or a willingness to obtain SIE/Series 6/63/65.

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

Licensing (SIE/Series 6/63/65)

Tools

Licensing standards

Job description

Jerry Lucente State Farm is seeking a Financial Service Representative to market and educate customers on financial options. You will analyze and present investment and portfolio strategies, and support clients with planning for everyday risks.

The role emphasizes compliant, consultative service and opportunity for growth within the agency. Ideal candidates have strong analytical and communication skills, plus relevant licenses or a willingness to obtain SIE/Series 6/63/65.