Remote Financial Services Advisor — Growth & Planning

Jarred Butler - State Farm Agent; Brandenburg (KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunity

Paid time off

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Jarred Butler - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on their financial options with a consultative, sales-minded approach and apply analytical precision to portfolio reviews and asset allocation.

Responsibilities include consulting customers, assisting with portfolio management, conducting financial reviews, and maintaining regulatory compliance.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Licensing: Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65, and other relevant certificates.

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

Education

Series 6/63/65 or SIE licenses

SIE, Series 6/63/65, and other certificates

Job description

Jarred Butler - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on their financial options with a consultative, sales-minded approach and apply analytical precision to portfolio reviews and asset allocation.

Responsibilities include consulting customers, assisting with portfolio management, conducting financial reviews, and maintaining regulatory compliance.