Financial Services Specialist — Investment Planning & Advisory

State Farm; Green Bay (WI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Job summary

State Farm Agent is seeking a Financial Services Representative to market investment products and educate customers on financial options. You will apply analytical skills to assess client needs and present suitable financial solutions.

You will consult on planning, help with portfolio management, and conduct periodic reviews while ensuring compliance with financial regulations and a sales-driven service approach.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63, and 65 licenses preferred, 7 is accepted.

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

Experience in financial services

Tools

FINRA licenses: Series 6/63/65 preferred, Series 7 accepted

Job description

State Farm Agent is seeking a Financial Services Representative to market investment products and educate customers on financial options. You will apply analytical skills to assess client needs and present suitable financial solutions.

You will consult on planning, help with portfolio management, and conduct periodic reviews while ensuring compliance with financial regulations and a sales-driven service approach.