Financial Services Consultant

4 weeks ago


Richmond Heights, Virginia, United States Haile Lytton - State Farm Agent Full time

h3JobOverview/h3AsaFinancialServicesRepresentativewithHaileLytton-StateFarmAgent,youwillberesponsibleformarketingandsellingfinancialproductsthatmanageeverydayrisks.Yourknowledgeoffinancialproductswillenableyoutoprovideexpertadvicetocustomers,helpingthemmakeinformeddecisionsabouttheirfinancialoptions.brbrh3KeyResponsibilities/h3ulliProvideclientswithfinancialplanningandinvestmentadvice./liliAssistclientswithportfoliomanagementandassetallocation./liliConductfinancialreviewsandrecommendappropriateproducts./liliMaintaincompliancewithfinancialregulations./li/ulbrbrh3Requirements/h3ulli3+yearsofexperienceinfinancialservices./liliStronganalyticalandcommunicationskills./liliFINRASeries7and63licensespreferred./li/ul



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