Financial Services Advisor – Risk & Retirement Planning

State Farm Agent; Austin (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Life Insurance

Group Retirement

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Job summary

A leading financial services agency located in Austin, TX, is seeking a Financial Services Representative to help customers navigate their financial options. The ideal candidate will have at least 2 years of experience in financial services, coupled with strong analytical and communication skills. The role involves guiding clients through financial planning, conducting portfolio management, and ensuring compliance with regulations. Competitive compensation ranges from $50,000 to $100,000 annually with various benefits including flexible schedules and health insurance.

Qualifications

• Minimum 2 years of experience in financial services.
• Strong analytical and communication skills required.

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

Tools

FINRA Series 6 license

FINRA Series 63 license

Job description

A leading financial services agency located in Austin, TX, is seeking a Financial Services Representative to help customers navigate their financial options. The ideal candidate will have at least 2 years of experience in financial services, coupled with strong analytical and communication skills. The role involves guiding clients through financial planning, conducting portfolio management, and ensuring compliance with regulations. Competitive compensation ranges from $50,000 to $100,000 annually with various benefits including flexible schedules and health insurance.