Financial Services Representative - State Farm Agent Team Member

Job Description Job Description Benefits:

* Health insurance * Opportunity for advancement * Paid time off * Signing bonus * Training & development * 401(k) * Bonus based on performance * Company parties * Competitive salary

Description:

Job Title: Financial Advisor Location: Poway, California Company: Kristin Francy State Farm Agency- Established Investment Advisory Firm

Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Poway, California. The ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.

Key Responsibilities:

* Client Consultation:

o Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance. o Analyze clients' financial situations and gather relevant information to create tailored financial plans.

* Financial Planning:

o Develop and implement customized financial strategies that align with clients' short-term and long-term objectives. o Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options.

* Investment Management:

o Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed. o Stay informed about market trends, economic conditions, and emerging investment opportunities.

* Relationship Management:

o Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction. o Provide ongoing support, including regular portfolio reviews and performance updates.

* Compliance and Reporting:

o Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity. o Prepare and present comprehensive reports on clients' financial performance and progress toward their goals.

* Business Development:

o Identify and pursue new business opportunities to expand the client base. o Participate in networking events and marketing initiatives to attract potential clients.

* Continuous Learning:

o Stay updated on financial products, market developments, and regulatory changes to provide informed advice. o Pursue relevant certifications and professional development opportunities. Note: This role is not solely focused on cold lead generation; you will also have access to an established book of business to support your client outreach and sales efforts.

Qualifications:

* Bachelor's degree in finance, economics, business, or a related field. * Series 65 license preferred; additional relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus. * Proven experience as a financial advisor or in a related financial services role. * Strong analytical skills with proficiency in financial planning software. * Excellent communication and interpersonal skills, with the ability to build rapport with clients. * Must be authorized to work in the USA.

Skills:

* In-depth knowledge of investment strategies and financial products. * Strong problem-solving abilities and attention to detail. * Ability to work independently and manage multiple client relationships effectively. * Proficient in Microsoft Office Suite and financial management tools.

Work Environment:

* This position will be based in our Poway office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.

Compensation:

* Salary base pay range of $80,000 - $100,000, plus commissions, bonuses, and benefits.

Join our team at Kristin Francy State Farm Agency and help us make a positive impact on our clients' financial futures!