Financial Services Rep: Portfolio Advisory & Growth

Brad Phelps - State Farm Agent; Rosemary Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Tuition assistance

Job summary

Brad Phelps State Farm is seeking a Registered Representative to market financial products and educate customers on their financial options. You will apply analytical precision and a consultative approach to sales within a professional agency environment.

Responsibilities include financial planning discussions, portfolio review, and staying compliant with regulations; growth opportunities available within the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 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.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Brad Phelps State Farm is seeking a Registered Representative to market financial products and educate customers on their financial options. You will apply analytical precision and a consultative approach to sales within a professional agency environment.

Responsibilities include financial planning discussions, portfolio review, and staying compliant with regulations; growth opportunities available within the agency.