Financial Services Advisor | Planning & Portfolio Guidance

Mitchsf; Paris (IL); Hybrid; USD 55,000 - 120,000; Full time

Benefits offered by this job

Paid time off

Relocation bonus

401(k)

Bonus based on performance

Competitive salary

Job summary

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to help clients plan and invest for their futures. You will consult on financial options, assist with portfolio management and asset allocation, and conduct periodic reviews to recommend suitable products while staying compliant with regulations.

Join a locally trusted agency that emphasizes community service and professional growth, with competitive salary and benefits including a relocation bonus and a strong

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 & 65 licenses 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 skills

Communication skills

FINRA licenses

Job description

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to help clients plan and invest for their futures. You will consult on financial options, assist with portfolio management and asset allocation, and conduct periodic reviews to recommend suitable products while staying compliant with regulations.

Join a locally trusted agency that emphasizes community service and professional growth, with competitive salary and benefits including a relocation bonus and a strong