**Financial Planner**, Securities Licensed Professional
3 weeks ago
Job Description
We are seeking a seasoned Financial Planner to join our team at Sara Labraaten State Farm Agency. As a Securities Licensed Professional, you will be responsible for offering comprehensive financial planning and advice to existing State Farm customer households.
Responsibilities
- Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
- Demonstrate a deep understanding of financial markets and sound business judgement.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Requirements
- Active Securities Industry Essentials (SIE) Exam, Series 6 and 63 and/or Series 65 or ChFC licenses.
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Compensation
$48k-$60k base salary + commission
We offer a competitive benefits package and the opportunity to work in a dynamic environment with a passionate team.
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