Financial Services Advisor – Portfolio & Planning

David Cripe - State Farm Agent; Aubrey (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

David Cripe - State Farm Agent is seeking a Financial Services Representative in Aubrey, Texas. The role involves marketing financial products and educating customers on their options. Successful candidates will have over a year of experience in financial services with strong analytical and communication skills.

Responsibilities include consulting customers about financial planning, assisting with portfolio management, and ensuring compliance with regulations. Preferred qualifications include FINRA Series 6 and 63 licenses.

Qualifications

• 1+ years of experience in financial services.
• Strong analytical skills and effective communication.
• 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

Job description

David Cripe - State Farm Agent is seeking a Financial Services Representative in Aubrey, Texas. The role involves marketing financial products and educating customers on their options. Successful candidates will have over a year of experience in financial services with strong analytical and communication skills.

Responsibilities include consulting customers about financial planning, assisting with portfolio management, and ensuring compliance with regulations. Preferred qualifications include FINRA Series 6 and 63 licenses.