Financial Services Advisor | Portfolio Planning & Reviews

Mitchsf; Paris (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Relocation bonus

401(k)

Bonus based on performance

Competitive salary

Job summary

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, manage portfolios, and deliver consultative guidance. You will play a key role in helping clients assess risks and choose suitable options.

The role emphasizes analytical precision and a sales-minded approach to provide tailored financial solutions while staying compliant with industry regulations. Competitive salary and relocation bonus are offered.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7, 63 & 65 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

Education

FINRA Series 7/63/65 licenses (preferred)

Job description

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, manage portfolios, and deliver consultative guidance. You will play a key role in helping clients assess risks and choose suitable options.

The role emphasizes analytical precision and a sales-minded approach to provide tailored financial solutions while staying compliant with industry regulations. Competitive salary and relocation bonus are offered.