Financial Services Consultant: Portfolio & Planning

State Farm Mutual Automobile Insurance Company; Maumelle (AR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Retirement Plan Matching

Bonus based on performance

Competitive salary

Training & development

Job summary

Leetuxhornagency in Maumelle, Arkansas, is seeking a Financial Services Representative to market financial products and consult customers on financial planning. The ideal candidate should have over 3 years of experience in financial services and possess strong analytical and communication skills.

This role involves assisting customers with portfolio management and maintaining compliance with regulations. The position offers competitive salary, retirement plan matching, and bonus based on performance.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 7 and 63 licenses preferred.
• Strong analytical and communication skills.

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 mindset

Job description

Leetuxhornagency in Maumelle, Arkansas, is seeking a Financial Services Representative to market financial products and consult customers on financial planning. The ideal candidate should have over 3 years of experience in financial services and possess strong analytical and communication skills.

This role involves assisting customers with portfolio management and maintaining compliance with regulations. The position offers competitive salary, retirement plan matching, and bonus based on performance.