Financial Services Advisor — Planning, Reviews & Growth

Donwoodson; Fulton (MO); On-site; USD 41,600 - 62,400; Full time

Benefits offered by this job

Opportunity for advancement

Job summary

Donwoodson is looking for a Financial Services Representative – State Farm Agent Team Member in Fulton, Missouri. You will market financial products that manage everyday risks and provide clients with financial education and options.

Candidates should have 3+ years of experience in financial services and strong analytical and communication skills. The role offers a salary range of $41,600.00 – $62,400.00 per year, alongside opportunities for advancement.

Qualifications

• 3+ years of experience in financial services.
• 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

Donwoodson is looking for a Financial Services Representative – State Farm Agent Team Member in Fulton, Missouri. You will market financial products that manage everyday risks and provide clients with financial education and options.

Candidates should have 3+ years of experience in financial services and strong analytical and communication skills. The role offers a salary range of $41,600.00 – $62,400.00 per year, alongside opportunities for advancement.