Financial Services Advisor & Portfolio Planning Specialist

David Dupree; Nixa (MO); In loco; USD 42.000 - 64.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Paid time off

Bonus based on performance

Competitive salary

Descrizione del lavoro

David Dupree - State Farm Agent Team Member is seeking a Financial Services Representative to support client needs and market financial products. You will educate customers on financial options, assist with portfolio management, and help clients review plans for risk management and growth.

Ideal candidates have 3+ years in financial services, strong analytical and communication skills, and relevant licenses.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Analytical skills

Communication skills

Strumenti

Series 6/63/65 licenses (SIE)

Descrizione del lavoro

David Dupree - State Farm Agent Team Member is seeking a Financial Services Representative to support client needs and market financial products. You will educate customers on financial options, assist with portfolio management, and help clients review plans for risk management and growth.

Ideal candidates have 3+ years in financial services, strong analytical and communication skills, and relevant licenses.