Financial Services Advisor - Portfolio Planning & Growth

Jamie Pelzer; Tampa (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

A local insurance agency in Tampa, Florida is seeking a Financial Services Representative - State Farm Agent Team Member. The role involves consulting customers on financial planning, conducting financial reviews, and maintaining compliance with regulations. Ideal candidates should have over 3 years of experience in financial services and strong analytical and communication skills. The position offers a competitive salary ranging from $60,000 to $120,000 annually and additional benefits including health insurance and paid time off.

Qualifications

• 3+ years of experience in financial services.
• 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

Job description

A local insurance agency in Tampa, Florida is seeking a Financial Services Representative - State Farm Agent Team Member. The role involves consulting customers on financial planning, conducting financial reviews, and maintaining compliance with regulations. Ideal candidates should have over 3 years of experience in financial services and strong analytical and communication skills. The position offers a competitive salary ranging from $60,000 to $120,000 annually and additional benefits including health insurance and paid time off.