Financial Services Advisor – Planning & Portfolio Guidance

Sfrochester; Rochester (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

Sfrochester is seeking a Full Time Financial Services Representative - State Farm Agent Team Member in Rochester, MN. In this role, you will educate customers on financial products while leveraging your analytical skills to provide exceptional service.

The ideal candidate has over 3 years of experience in financial services and possesses excellent analytical and communication skills. Preferred qualifications include FINRA Series 7 and 63 licenses.

Qualifications

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

Job description

Sfrochester is seeking a Full Time Financial Services Representative - State Farm Agent Team Member in Rochester, MN. In this role, you will educate customers on financial products while leveraging your analytical skills to provide exceptional service.

The ideal candidate has over 3 years of experience in financial services and possesses excellent analytical and communication skills. Preferred qualifications include FINRA Series 7 and 63 licenses.