Financial Services Advisor | Portfolio & Planning Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Financial Services, Wealth Management
Dan Ferrante State Farm is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on financial options with a consultative, sales-minded approach and apply analytical precision to support clients’ decisions.
Responsibilities include consulting on planning and investments, assisting with portfolios, conducting reviews, and ensuring regulatory compliance. A strong background in financial services is expected.
Are you ready to take on the Financial Services Advisor | Portfolio & Planning Specialist role at Dan Ferrante Insurance Agy Inc?
This role, Financial Services Advisor | Portfolio & Planning Specialist at Dan Ferrante Insurance Agy Inc, could be your next career step.
We would love to welcome a new Financial Services Advisor | Portfolio & Planning Specialist to our organisation in The Woodlands, TX, United States.
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