Financial Services Advisor — Portfolio Planning & Growth

State Farm Agent; Nixa (MO); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent in Missouri seeks a Financial Services Representative to market and educate clients on financial options and risk management. The role emphasizes a consultative, sales-minded approach with quick response times and a focus on helping customers achieve their goals.

The office is busy and growth-oriented, offering a range of insurance and financial products alongside a supportive team.

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 ability

Communication

Customer service

Tools

SIE license

Series 6/63/65 licenses

Job description

David Dupree - State Farm Agent in Missouri seeks a Financial Services Representative to market and educate clients on financial options and risk management. The role emphasizes a consultative, sales-minded approach with quick response times and a focus on helping customers achieve their goals.

The office is busy and growth-oriented, offering a range of insurance and financial products alongside a supportive team.