Financial Services Consultant

5 days ago


Edmond, Oklahoma, United States Thomas Webber - State Farm Agent Full time
Job Overview

This is a rewarding career opportunity as a Financial Services Representative with Thomas Webber - State Farm Agent. As a key member of the team, you will play a crucial role in marketing and selling financial products that help manage everyday risks.

Salary

The estimated salary for this position ranges from $60,000 to $80,000 per year, depending on experience and location.

Job Description

We are seeking a skilled Financial Services Representative who can provide clients with expert financial planning and investment advice. Your analytical skills and consultative approach will make you an invaluable resource to customers and a competitive addition to our successful agency.

Responsibilities
  • Develop and implement personalized financial plans for clients.
  • Conduct regular portfolio reviews and recommend suitable investment options.
  • Maintain compliance with industry regulations and standards.
Required Skills and Qualifications
  • At least 3 years of experience in the financial services industry.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.
Benefits
  • Bonus based on performance.
  • Opportunity for advancement and professional growth.
  • Paid time off and flexible working hours.


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