Financial Services Consultant

5 days ago


Montclair, New Jersey, United States Thomas Woods - State Farm Agent Full time
Job Overview

As a Financial Services Representative with Thomas Woods - State Farm Agent, you will play a key role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.

Key Responsibilities
  • Financial Planning and Advice: Provide clients with personalized financial planning and investment advice to help them achieve their financial goals.
  • Portfolio Management: Assist clients with portfolio management and asset allocation to ensure their investments are aligned with their risk tolerance and financial objectives.
  • Financial Reviews: Conduct regular financial reviews with clients to recommend appropriate financial products and services.
  • Compliance: Maintain compliance with financial regulations and industry standards to ensure the integrity of our financial services.
Requirements
  • Experience: 3+ years of experience in financial services, preferably in a sales or advisory role.
  • Skills: Strong analytical and communication skills, with the ability to build rapport with clients and provide clear, concise advice.
  • Licenses: FINRA Series 7 and 63 licenses are preferred, but not required.
What We Offer

As a Financial Services Representative with Thomas Woods - State Farm Agent, you will have the opportunity to work with a successful and established agency, providing you with the support and resources you need to succeed in your career. We offer a competitive compensation package, including a base salary and bonus structure, as well as opportunities for professional development and advancement.



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