Financial Services Advisor — Remote Options & Growth

Laceywainsurance; Lacey (WA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Laceywainsurance is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, educate customers on their options, and assist in financial planning. With your 2+ years of financial services experience, strong analytical and communication skills are essential. The position offers flexible work from home options and is based out of Lacey, Washington.

Key responsibilities include conducting financial reviews, assisting with portfolio management, and maintaining compliance with regulations. Competitive benefits, including health and dental insurance, are also provided.

Qualifications

• 2+ years of experience in financial services.
• FINRA Series 6, 63 and 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

Laceywainsurance is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, educate customers on their options, and assist in financial planning. With your 2+ years of financial services experience, strong analytical and communication skills are essential. The position offers flexible work from home options and is based out of Lacey, Washington.

Key responsibilities include conducting financial reviews, assisting with portfolio management, and maintaining compliance with regulations. Competitive benefits, including health and dental insurance, are also provided.