Hybrid Financial Planning & Investment Specialist

Renee Hyde; Windsor (CA); Hybrid; USD 65,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

401(k) matching

Bonus based on performance

Training & development

Competitive salary

Job summary

Renee Hyde Ins and Fin Svcs, Inc. is seeking a Financial Services Representative to join State Farm as a Team Member in a hybrid Full Time role in the US. You will sell financial products, educate clients on options, and tailor recommendations.

Requirements include 1+ year in financial services, strong analytical and communication skills, and FINRA SIE with Series 63. Flexible work-from-home options are available along with a competitive compensation package.

Qualifications

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

1+ years of experience in financials

Strong analytical and communication

Tools

FINRA SIE and Series 63

Job description

Renee Hyde Ins and Fin Svcs, Inc. is seeking a Financial Services Representative to join State Farm as a Team Member in a hybrid Full Time role in the US. You will sell financial products, educate clients on options, and tailor recommendations.

Requirements include 1+ year in financial services, strong analytical and communication skills, and FINRA SIE with Series 63. Flexible work-from-home options are available along with a competitive compensation package.