Financial Services Advisor | Portfolio & Planning Specialist

Daniel Martinez - State Farm Agent; Saint Petersburg (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Job summary

Daniel Martinez State Farm is seeking a Financial Services Representative to market and educate customers on financial products that manage everyday risks. You will apply analytical precision to support customers choosing suitable options and help grow the agency’s financial services.

The role emphasizes a consultative, sales-minded approach. The position involves advising on planning and investment options, reviewing portfolios, and ensuring regulatory compliance.

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.

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 thinking

Communication skills

Education

3+ years of experience in financial services

Tools

Series 6/63/65

SIE

Job description

Daniel Martinez State Farm is seeking a Financial Services Representative to market and educate customers on financial products that manage everyday risks. You will apply analytical precision to support customers choosing suitable options and help grow the agency’s financial services.

The role emphasizes a consultative, sales-minded approach. The position involves advising on planning and investment options, reviewing portfolios, and ensuring regulatory compliance.