Financial Services Advisor: Portfolio & Planning Expert

Richard Burke Ins Agcy Inc; Coral Gables (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm, represented by Rick Burke, seeks a Financial Services Representative to market financial products and educate customers on options for managing everyday risks. You will apply analytical precision and a consultative sales approach to support clients in reaching their financial goals.

You will consult on planning and investments, assist with portfolio management, and conduct reviews while ensuring 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

Series 6/63/65

SIE license

Job description

State Farm, represented by Rick Burke, seeks a Financial Services Representative to market financial products and educate customers on options for managing everyday risks. You will apply analytical precision and a consultative sales approach to support clients in reaching their financial goals.

You will consult on planning and investments, assist with portfolio management, and conduct reviews while ensuring compliance with financial regulations.