Financial Services Advisor — Planning & Portfolio Management

Ty Huynh - State Farm Agent; South Dayton (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Ty Huynh State Farm Agency is seeking a Financial Services Representative to market and educate customers on financial products that help manage daily risks. You will apply a consultative approach and strong analytical skills to support clients in choosing suitable options and building confidence in their financial choices.

With 3+ years in financial services, you will conduct reviews, advise on investments, and ensure compliance with regulations while contributing to agency growth and customer

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

Job description

Ty Huynh State Farm Agency is seeking a Financial Services Representative to market and educate customers on financial products that help manage daily risks. You will apply a consultative approach and strong analytical skills to support clients in choosing suitable options and building confidence in their financial choices.

With 3+ years in financial services, you will conduct reviews, advise on investments, and ensure compliance with regulations while contributing to agency growth and customer