Financial Services Advisor — Portfolio & Planning

State Farm; Sturgis (SD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

State Farm is recruiting a Financial Service Representative for Erich Moberly State Farm agent to market financial products and educate customers on options. You will help clients understand financial choices and build trusted relationships through consultative advice.

You will consult on planning, investments, portfolio management, and asset allocation while ensuring compliance. The role rewards analytical thinking and customer focus with ongoing training and a flexible schedule.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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 license

FINRA Series 63 license

Job description

State Farm is recruiting a Financial Service Representative for Erich Moberly State Farm agent to market financial products and educate customers on options. You will help clients understand financial choices and build trusted relationships through consultative advice.

You will consult on planning, investments, portfolio management, and asset allocation while ensuring compliance. The role rewards analytical thinking and customer focus with ongoing training and a flexible schedule.