Risk Management Advisor
1 week ago
We are seeking a skilled Financial Services Representative to join our team at Cody Wheeler - State Farm Agent. The ideal candidate will have 3+ years of experience in financial services and strong analytical and communication skills.
About the Job:
As a Financial Services Representative, 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 products, and maintaining compliance with financial regulations.
Key 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.
Benefits:
- Competitive salary: $60,000 - $80,000 per year.
- Benefits: 401(k), bonus based on performance, dental insurance, health insurance, paid time off, vision insurance.
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Risk Management Professional
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Wealth Management Specialist
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Managed Care Specialist
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Healthcare Client Services Specialist
2 weeks ago
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Chief Supply Chain Officer
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Financial Services Professional
1 week ago
Franklin, Tennessee, United States Cody Wheeler - State Farm Agent Full timeJob DescriptionCareer Overview:We offer a competitive salary and benefits package.About the Role:We are seeking a Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for marketing financial products that manage everyday risks. You will provide clients with financial planning and investment...