Financial Services Professional with Portfolio Management Expertise

2 days ago


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

As a Financial Services Representative with Ryan Bush - State Farm Agent, you will play a pivotal role in marketing and selling financial products that manage everyday risks. With your profound knowledge of financial services, you will educate customers on their financial options and provide them with tailored advice.


About the Role

This position requires an individual who is highly analytical and possesses strong communication skills. You will be responsible for providing clients with financial planning and investment advice, assisting them with portfolio management and asset allocation, conducting financial reviews, and recommending appropriate financial products.


Key Responsibilities
  • Deliver expert-level financial guidance to clients, helping them make informed decisions about their financial futures.
  • Collaborate with clients to develop and implement comprehensive financial plans that align with their goals and risk tolerance.
  • Analyze client portfolios and provide recommendations for optimized asset allocation.
  • Maintain compliance with all relevant financial regulations and industry standards.

Benefits
  • $120,000 - $180,000 annual salary, depending on experience.
  • Bonus opportunities based on performance.
  • Flexible work schedule.
  • Competitive benefits package, including health insurance and paid time off.
  • Ongoing training and development opportunities to enhance your skills and expertise.

Requirements
  • 3+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.


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