Financial Services Specialist

1 week ago


Canandaigua, New York, United States Ryan Bush - State Farm Agent Full time
Job Overview

We are seeking a highly motivated Financial Services Representative to join our team at Ryan Bush - State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that manage everyday risks.


Salary and Benefits

The estimated salary for this position is $60,000-$80,000 per year, depending on experience. In addition to a competitive salary, we offer a range of benefits including license reimbursement, 401(k) matching, bonus opportunities based on performance, flexible scheduling, health insurance, paid time off, and training & development programs.


Responsibilities
  • Provide clients with financial planning and investment advice.
  • Assist clients 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.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.


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