Remote Financial Advisor - Planning, Investments & Growth

Renee Hyde; Columbia Township (MO); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Renee Hyde Ins and Fin Svcs, Inc. State Farm is seeking a Financial Services Representative to help clients plan their financial future.

You will sell life insurance, annuities, mutual funds, and supplement health products through a consultative approach, educating customers and matching products to needs. This role offers remote-friendly options and a benefits package including health insurance, PTO, 401(k) with matching, and performance-based bonuses.

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

Analytical skills

Communication skills

Education

FINRA SIE

Series 63

Job description

Renee Hyde Ins and Fin Svcs, Inc. State Farm is seeking a Financial Services Representative to help clients plan their financial future.

You will sell life insurance, annuities, mutual funds, and supplement health products through a consultative approach, educating customers and matching products to needs. This role offers remote-friendly options and a benefits package including health insurance, PTO, 401(k) with matching, and performance-based bonuses.