Financial Services Professional

6 days ago


Franklin, Tennessee, United States Cody Wheeler - State Farm Agent Full time
Job Description

Career 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 advice, assist them with portfolio management and asset allocation, conduct financial reviews and recommend appropriate products, and maintain compliance with financial regulations.

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.

Requirements:

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

What We Offer:

  • 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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