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State FarmPosted 2 months ago

Financial Services Representative - State Farm Agent Team Member

$51,600–$62,400 year

On-siteHermiston, Oregon, United States

Full TimeEnterprise

Job Summary

Financial Services Representative role with State Farm Agent Team Member in Hermiston, OR. Responsibilities: consult customers with financial planning and investment options; assist customers with portfolio management and asset allocation; conduct financial reviews and recommend appropriate products; maintain compliance with financial regulations. Qualifications: 3+ years of experience in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.

Required Qualifications

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

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