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Financial Services Advisor – Growth & Portfolio Guidance
Job in
Leander, Williamson County, Texas, 78646, USA
Listed on 2026-08-07
Listing for:
Gregmeyer
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Greg Meyer - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on options, perform portfolio reviews, and support asset allocation with a consultative approach.
With 3+ years in financial services and licenses such as SIE or Series 6/63/65, you will help ensure compliance and drive growth in a customer-centric agency environment in Texas.
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