Financial Advisor
Location: PORTLAND, OR
Job Type: fulltime
Company: Kristin Staropoli - State Farm Agency
Salary: $55000.0 - $70000.0 per year
Category: Financial Services
Job Description Apply Now
Financial Advisor Job OverviewWe are seeking a motivated and dedicated individual for a full-time Financial Advisor position in the financial services sector. This opportunity is ideal for those who are eager to launch a rewarding career in both insurance and financial services, with a focus on providing comprehensive solutions for clients. Working as a Financial Advisor allows you to help individuals and families plan for their financial future, protect their assets, and achieve their long-term goals. If you are ready to transition from interviewing to making a meaningful impact, this role provides a stable and fulfilling path within the industry.
Key Responsibilities- Utilize a customer-focused, needs-based approach to educate clients about various insurance and financial products.
- Collaborate closely with agents to set and achieve marketing goals, contributing to the success and growth of the agency.
- Work with provided leads, conduct appointments, assess client needs, and recommend appropriate products and services.
- Provide clients with financial planning and investment advice, leveraging your knowledge and, if applicable, FINRA Series 6, 63, and 65 licenses. Support is available for candidates who need to obtain these licenses.
- Conduct comprehensive financial reviews for clients and recommend suitable financial and insurance products tailored to their specific requirements.
- Bachelor's degree in finance, economics, accounting, or a related field is preferred.
- Ability to obtain relevant industry licenses as required for the role.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and interpersonal abilities, with a focus on delivering high-quality client service.
- Previous experience in meeting sales targets or quotas is preferred, demonstrating a results-driven approach.
- FINRA Series 6, 63, and 65 licenses are preferred but not required at the time of application.
- Base salary plus commission structure to reward your achievements.
- SIMPLE IRA retirement plan with a company match of up to 3% to support your long-term financial well-being.
- Generous paid time off (PTO) policy, offering three weeks per year with unlimited carryover.
- Valuable industry experience and opportunities for professional development through training and ongoing support.
- Comprehensive health insurance coverage to ensure your well-being.
- Extensive training and development programs to enhance your skills and support your career growth.
As a Financial Advisor, you will join a team-oriented culture that prioritizes collaboration and mutual support. The agency is committed to helping you achieve your professional goals by providing guidance, resources, and opportunities for advancement. Working in this environment will allow you to build meaningful relationships with clients and colleagues while making a positive impact on the community.
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