Financial Services Consultant

3 weeks ago


Franklin, Wisconsin, United States James Bild - State Farm Agent Full time
Job Overview

As a Financial Services Representative with James Bild - State Farm Agent, you will be responsible for marketing and selling financial products to manage everyday risks. With your proficient knowledge of financial products, you will educate customers on their financial options and provide expert advice on investment planning.


Salary Range

We offer a competitive salary range of $60,000 - $100,000 per year, depending on experience and qualifications.


Responsibilities
  • Provide clients with personalized financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct thorough financial reviews and recommend suitable products.
  • Maintain compliance with relevant financial regulations.

Requirements
  • At least 3 years of experience in the financial services industry.
  • Strong analytical and communication skills.
  • Possession of FINRA Series 7 and 63 licenses is preferred.

Benefits
  • 401(k) matching program.
  • Flexible work-from-home options.
  • Paid time off and training opportunities.


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