Financial Services Advisor: Planning & Portfolio Insight

Ryan O'Shurak - State Farm Agent; Lansdale (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Training & development

Job summary

Ryan O'Shurak - State Farm Agent in Lansdale, PA seeks a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative approach to manage risks and protect clients' financial wellbeing.

The role emphasizes analytical precision and adherence to regulations while building a sales-minded advisory practice. You will work with customers on planning, investments, and portfolio reviews with guidance from the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 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

Financial services experience

Tools

FINRA Series 6/63 licenses

Job description

Ryan O'Shurak - State Farm Agent in Lansdale, PA seeks a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative approach to manage risks and protect clients' financial wellbeing.

The role emphasizes analytical precision and adherence to regulations while building a sales-minded advisory practice. You will work with customers on planning, investments, and portfolio reviews with guidance from the agency.