Remote Financial Services Advisor for Portfolio & Planning

Ryan Fagerstrom - State Farm Agent; Pelham (AL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible work from home

Remote work options

Job summary

Ryan Fagerstrom - State Farm Agent is seeking a Financial Services Representative to market financial products that protect against everyday risks. The role involves consultative guidance, helping customers explore financial options, and maintaining strict regulatory compliance.

The position emphasizes analytical accuracy and a sales-minded approach to educate clients, with flexible work-from-home options available to suit candidate needs.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65, and other relevant certifications.

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

Sales mindset

Tools

Series 6/63/65 licenses

SIE license

Job description

Ryan Fagerstrom - State Farm Agent is seeking a Financial Services Representative to market financial products that protect against everyday risks. The role involves consultative guidance, helping customers explore financial options, and maintaining strict regulatory compliance.

The position emphasizes analytical accuracy and a sales-minded approach to educate clients, with flexible work-from-home options available to suit candidate needs.