Financial Services Advisor — Portfolio & Planning

Jesse Torres; Hermiston (OR); On-site; USD 47,988 - 58,032; Full time

Benefits offered by this job

Free uniforms

Paid time off

Signing bonus

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

Jesse Torres, a State Farm Agent in Hermiston, OR, is seeking a Financial Services Representative to market financial products effectively. The role involves consulting clients and helping them with financial planning and investment options. Candidates must have 3+ years of relevant experience along with strong analytical and communication skills.

This full-time position offers a competitive salary ranging from $4,300 to $5,200 per month and various benefits, including free uniforms, paid time off, and a 401(k) plan.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Possession of 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

Tools

FINRA Series 7 and 63 licenses

Job description

Jesse Torres, a State Farm Agent in Hermiston, OR, is seeking a Financial Services Representative to market financial products effectively. The role involves consulting clients and helping them with financial planning and investment options. Candidates must have 3+ years of relevant experience along with strong analytical and communication skills.

This full-time position offers a competitive salary ranging from $4,300 to $5,200 per month and various benefits, including free uniforms, paid time off, and a 401(k) plan.