Financial Services Advisor | Portfolio & Planning Specialist

Dan Ferrante Insurance Agy Inc; The Woodlands (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training

Development

Vision insurance

Job summary

Dan Ferrante State Farm is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on financial options with a consultative, sales-minded approach and apply analytical precision to support clients’ decisions.

Responsibilities include consulting on planning and investments, assisting with portfolios, conducting reviews, and ensuring regulatory compliance. A strong background in financial services is expected.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills required.
• Series 6/63/65 or SIE licenses preferred; SIE, Series 6/63/65 certifications noted.

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

Sales-minded

Consultative approach

Job description

Dan Ferrante State Farm is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on financial options with a consultative, sales-minded approach and apply analytical precision to support clients’ decisions.

Responsibilities include consulting on planning and investments, assisting with portfolios, conducting reviews, and ensuring regulatory compliance. A strong background in financial services is expected.