Financial Services Advisor — Portfolio Planning & Reviews

Jeff Ehrhardt - State Farm Agent; Manchester (MO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Jeff Ehrhardt - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial options that manage everyday risks and help meet goals. You will apply consultative sales and strong product knowledge to build trust and grow the agency.

Responsibilities include guiding clients through planning and portfolio reviews, staying compliant with regulations, and collaborating with teammates to deliver tailored solutions.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6, 63, and 65 licensed.

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 licensed

Job description

Jeff Ehrhardt - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial options that manage everyday risks and help meet goals. You will apply consultative sales and strong product knowledge to build trust and grow the agency.

Responsibilities include guiding clients through planning and portfolio reviews, staying compliant with regulations, and collaborating with teammates to deliver tailored solutions.