Investment Knowledge Management AnalystState Farm • Dunwoody, GA, United States
Investment Knowledge Management Analyst
State Farm • Dunwoody, GA, United States
12 hours ago
Job type
- Full-time
Job descriptionExperience in broker dealer operations with an understanding of applicable laws and regulations dealing with investment securities, mutual funds, stocks, bonds, etc. Preferred Experience and knowledge of Suitability / Principal Review or in Investment Producer Sales Bachelor's Degree preferred in Finance, Financial Planning, or Insurance related field 4+ years preferred in Finance, Insurance, or another related field Ability to quickly understand new concepts, interpret, analyze, and report across multiple areas Strong attention to detail and commitment to high standards of work product, including development of deliverables and executive summaries for various audiences Technical agility, including proficiency with the Microsoft Office suite of products High degree of initiative and accountability with ability to meet primary responsibilities, timelines, and effective dates with limited direction and oversight Written and verbal experience communicating effectively with all levels of leadership Ability to decipher and communicate risk and compliance topics to obtain buy-in, ownership, and drive action to achieve results Ability to multi-task and prioritize work based on business needs Ability to communicate priorities and / or associated conflicts, and must appropriately escalate issues to business partners, stakeholders, team members, and / or leadership Great relationship building and teamwork skills - maintaining relationships and communication with key business partners and team members regarding ongoing efforts and department initiatives, and assisting other team members and peers when needed Will be required to possess and / or obtain a Securities Industries Essentials (SIE) and Series 6 license Fingerprint, credit check and background check is required for sponsorship of FINRA licensing Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp. Incumbents must also be registered and remain in good standing as required by State Farm VP Management Corp. and the FINRA. This includes successfully completing all applicable FINRA exam(s) and state exams required by the state in which you are employed Selected candidates will be required to sign a Securities Registration Agreement Employees may be required to sign the Acknowledgement of Policy on Personal Account Transactions Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) now or in the future for this opportunity Potential starting salary range : $55,000 - $100,000 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 10% of base salary Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24 / 7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility / IVF / adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours / year), bereavement leave, and community service / education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.
Location US-GA-Dunwoody;US-IL-Bloomington;US-AZ-Phoenix;US-TX-Dallas
Job Category Customer Service
Position Type Regular Full Time
Req ID 42556
Overview
Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!
Responsibilities
As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry.
- Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and / or procedures
- Analyzes trends and provides recommendations for improving procedural and training effectiveness to meet department and company business needs with a primary focus on the Suitability / Principal Review function
- Fosters and maintains relationships with internal / external business partners and customers
- Establishes, documents, maintains, and communicates business procedures
- Develops creditability and collaborative relationships in Broker Dealer operations, Regulatory Compliance and with business partners
- Actively seeks input on critical decisions to achieve buy-in, on-going support, and cooperation to promote enterprise compliance
Qualifications
License, Background Check and Credit Check Information
Our Benefits
Because work-life balance is a priority at State Farm, compensation is based on our standard 38 : 45-hour work week!
At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!
Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team!
Please see job description
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Investment Analyst • Dunwoody, GA, United States
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