Financial Services Advisor — Portfolio & Planning Specialist

Monaco Insurance and Financial Services, Inc.; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

Giovanni Monaco - State Farm Agent in San Diego, California is seeking a Financial Services Representative. In this role, you will market financial products to manage everyday risks, utilizing analytical skills to educate customers on financial options.

The ideal candidate will have over 3 years of experience in financial services, along with preferred licenses such as Life, Health, and Accident, or FINRA Series 6, 63, 65. The position offers a pathway to a rewarding career in financial services.

Qualifications

• 3+ years of experience in financial services.
• Life, Health, & Accident license preferred.
• FINRA Series 6, 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

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Life, Health, & Accident license preferred.
• FINRA Series 6, 63, 65 licenses preferred.