Financial Planning Advisor

5 days ago


Beaumont, Texas, United States Heather Montagne - State Farm Agent Full time
Responsibilities and Qualifications
  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

Estimated Salary: $60,000 - $80,000 per year

This is a full-time position with benefits including bonus based on performance, opportunity for advancement, paid time off, and training & development.



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