Financial Services Representative - State Farm Agent Team Member

State Farm

  • Carlsbad, CA
  • $80,000-100,000 per year
  • Permanent
  • Full-time
  • 2 months ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
Job Title: Financial AdvisorLocation: Carlsbad, CaliforniaCompany: Luke Dix State Farm Agency– Established Investment Advisory FirmJob Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Carlsbad, 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:
  • Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance.
  • Analyze clients' financial situations and gather relevant information to create tailored financial plans.
  • Financial Planning:
  • Develop and implement customized financial strategies that align with clients' short-term and long-term objectives.
  • Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options.
  • Investment Management:
  • Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed.
  • Stay informed about market trends, economic conditions, and emerging investment opportunities.
  • Relationship Management:
  • Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction.
  • Provide ongoing support, including regular portfolio reviews and performance updates.
  • Compliance and Reporting:
  • Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity.
  • Prepare and present comprehensive reports on clients' financial performance and progress toward their goals.
  • Business Development:
  • Identify and pursue new business opportunities to expand the client base.
  • Participate in networking events and marketing initiatives to attract potential clients.
  • Continuous Learning:
  • Stay updated on financial products, market developments, and regulatory changes to provide informed advice.
  • Pursue relevant certifications and professional development opportunities.
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.
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 Carlsbad office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.
Compensation:
  • Salary range of $80,000 - $100,000, plus commissions, bonuses, and benefits.
Join our team at Luke Dix State Farm Agency and help us make a positive impact on our clients' financial futures!

State Farm