Financial Services Advisor & Portfolio Planning Specialist
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
David Dupree - State Farm Agent Team Member is seeking a Financial Services Representative to support client needs and market financial products. You will educate customers on financial options, assist with portfolio management, and help clients review plans for risk management and growth.
Ideal candidates have 3+ years in financial services, strong analytical and communication skills, and relevant licenses.
Are you ready to take on the Financial Services Advisor & Portfolio Planning Specialist role at David Dupree?
The position is based in Nixa, MO, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Services Advisor & Portfolio Planning Specialist role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).