Benefits 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Parental leave Training & development Role Description As a Financial Services Representative with Matthew Sand State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. 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. Qualifications 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr
Financial Services Advisor - Planning, Investments & Growth • Hickory Creek, TX, United States
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