Financial Services Advisor - Portfolio & Planning Specialist

State Farm Agent; Newnan (GA); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Trey Rhodes - State Farm Agent in Newnan, GA is seeking a Financial Services Representative to market and educate customers on financial products. You will consult on planning, investments, and risk management, while aligning with regulatory standards.

The role offers commission/bonus opportunities and a pathway for growth within the agency. The office emphasizes client service, teamwork, and ongoing training.

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.
• Excellent interpersonal and verbal/written communication.
• Ability to work in a team environment and multi-task.

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

Excellent interpersonal skills

Self-motivated

Detail oriented

Proactive problem solving

Ability to multi-task

Team oriented

3+ years experience in financials

Tools

Series 6/63/65 or SIE licenses

Job description

Trey Rhodes - State Farm Agent in Newnan, GA is seeking a Financial Services Representative to market and educate customers on financial products. You will consult on planning, investments, and risk management, while aligning with regulatory standards.

The role offers commission/bonus opportunities and a pathway for growth within the agency. The office emphasizes client service, teamwork, and ongoing training.