Financial Services Pro - 401(k) Matching + Bonus & Health

Myagentyanyan; Austin (TX); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Free food & snacks

Health insurance

Paid time off

Vision insurance

Job summary

A financial services agency in Austin, TX is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will consult customers on financial planning and investment options while maintaining compliance with regulations. The ideal candidate has over 3 years of experience in financial services and strong analytical and communication skills. This position offers a competitive salary and various employee benefits.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 65 and 63 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.
• Assist customers with life insurance needs review.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

A financial services agency in Austin, TX is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will consult customers on financial planning and investment options while maintaining compliance with regulations. The ideal candidate has over 3 years of experience in financial services and strong analytical and communication skills. This position offers a competitive salary and various employee benefits.