Financial Services Advisor – Portfolio & Planning Expert

State Farm Agent; Moody (AL); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Advancement

Paid time off

Profit sharing

Training & development

Performance bonus

Flexible schedule

Job summary

Brian Worley State Farm in Moody, AL seeks a Financial Services Specialist to market financial products and educate customers on options with a consultative, sales-minded approach. You will apply analytical precision to aid clients and contribute to a successful local agency.

The role emphasizes customer education, portfolio management, and compliance, with opportunities for advancement and bonuses in a flexible, supportive environment.

Qualifications

• 3+ years of experience in financial services preferred.
• Relevant education in financial services preferred.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Ability to acquire 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

Education

Relevant education in financial services

Licenses: Series 6/63/65 or SIE

Job description

Brian Worley State Farm in Moody, AL seeks a Financial Services Specialist to market financial products and educate customers on options with a consultative, sales-minded approach. You will apply analytical precision to aid clients and contribute to a successful local agency.

The role emphasizes customer education, portfolio management, and compliance, with opportunities for advancement and bonuses in a flexible, supportive environment.