Financial Services Representative - State Farm Agent Team Member

Responsibilities

• Consult customers with financial planning and investment options.
• Aid customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• Experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Pay

$60,000.00 - $80,000.00 per year

Schedule

Flexible schedule

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development