Financial Services Advisor — Portfolio & Planning Expert

Lukebagnall; Wyoming (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Training & development

401(k) matching

Performance bonus

Competitive salary

Job summary

Luke Bagnall - State Farm Agent is seeking a Financial Services Representative to join a dynamic agent team. You will market financial products that manage everyday risks and educate customers on their financial options.

Your analytical precision and consultative approach will help clients understand their financial choices and plan for the future. The role emphasizes sales-minded customer education, portfolio reviews, and staying compliant with financial regulations.

Qualifications

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

Job description

Luke Bagnall - State Farm Agent is seeking a Financial Services Representative to join a dynamic agent team. You will market financial products that manage everyday risks and educate customers on their financial options.

Your analytical precision and consultative approach will help clients understand their financial choices and plan for the future. The role emphasizes sales-minded customer education, portfolio reviews, and staying compliant with financial regulations.