Financial Services Consultant

1 week ago


'Aiea, United States Thomas Jansson - State Farm Agent Full time
Job Overview

This role involves successfully marketing financial products that manage everyday risks.

Key Responsibilities
  • Provide clients with financial planning and investment advice to help them achieve their goals.
  • Assist clients with portfolio management and asset allocation to ensure their investments align with their risk tolerance.
  • Conduct regular financial reviews to identify areas for improvement and recommend suitable products.
Compensation Package

The estimated salary for this position is $80,000 - $120,000 per year, depending on experience. Benefits include a bonus based on performance, competitive salary, flexible schedule, health insurance, opportunity for advancement, paid time off, and training & development.

To be successful in this role, you will need 3+ years of experience in financial services, strong analytical and communication skills, and FINRA Series 6, 63 or 65 licenses preferred.



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