Financial Services Advisor: Portfolio & Planning

Maggie Dunagan - State Farm Agent; Sioux City (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

Maggie Dunagan - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products that help manage daily risks. You will consult on financial options, assist with portfolio management, and conduct reviews to recommend suitable solutions.

The role emphasizes a sales-minded, consultative approach with a focus on accurate, data-driven recommendations and compliance with financial regulations.

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

3+ years experience

Tools

SIE license

Series 6/63/65

Job description

Maggie Dunagan - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products that help manage daily risks. You will consult on financial options, assist with portfolio management, and conduct reviews to recommend suitable solutions.

The role emphasizes a sales-minded, consultative approach with a focus on accurate, data-driven recommendations and compliance with financial regulations.