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Financial Advisor
State Farm - Colorado Springs, CO
posted 2 months ago
About the position
The Securities Licensed Sales Team Member position at Wuest Insurance and Financial Services Inc. offers a meaningful career for ambitious financial advisors. This role focuses on providing comprehensive financial planning and advice to existing State Farm customer households, with a unique model that includes a permanent base salary and a book of customer households. The position emphasizes client relationships, financial education, and adherence to regulatory policies, all while working closely with a career agent for mentorship and guidance.
Responsibilities
- Offer comprehensive financial planning and advice to existing State Farm customer households.
- Partner and mentor with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication with customers, processing requests, resolving inquiries, and ensuring documentation is current.
- Demonstrate a deep understanding of financial markets and sound business judgment.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Educate clients on technology and channels available to better monitor, maintain, and manage their investments.
- Provide a holistic view of clients' needs and financial coaching beyond investments.
- Ensure business adherence with Wuest Insurance and Financial Services Inc. and financial industry regulatory policies.
Requirements
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Nice-to-haves
- Experience with American Funds and BlackRock funds.
- Knowledge of financial industry regulatory policies.
Benefits
- Accrued Paid Time Off (PTO)
- 401(k) match
- Savings Plan
- Medical, Dental and Vision
- Health Reimbursement Account
- Health Care Flexible Spending Accounts
- Life Insurance
