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Financial Services Representative - State Farm Agent Team Member

Luke Dix - State Farm Agent

  • Carlsbad, CA
  • 3 days ago
  • $80,000–$100,000 Per Year
  • Full-time
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Skills

  • Analysis Skillsunmatched
  • Business Developmentunmatched
  • Business Supportunmatched
  • Certified Financial Planner (CFP)unmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Retention/Renewalunmatched
  • Customer Satisfactionunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Economicsunmatched
  • Estate Planningunmatched
  • Event Marketingunmatched
  • Financeunmatched
  • Finance Softwareunmatched
  • Financial Analysisunmatched
  • Financial Managementunmatched
  • Financial Planningunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Financial Strategyunmatched
  • Futuresunmatched
  • Health Insuranceunmatched
  • Industry Standardsunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Investment Managementunmatched
  • Investment Strategyunmatched
  • Lead Generationunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Microsoft Officeunmatched
  • Needs Assessmentunmatched
  • Networking Eventsunmatched
  • Problem Solving Skillsunmatched
  • Product Strategyunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Relationship Managementunmatched
  • Retirement Planunmatched
  • Riskunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Series 65unmatched
  • Training/Teachingunmatched
  • Vision Planunmatched
  • Willing to Travelunmatched

Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
  • Competitive salary

Job Title: Financial Advisor
Location: Carlsbad, California
Company: Luke Dix State Farm Agency– Established Investment Advisory Firm
 
Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Carlsbad, California. The ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
 
Key Responsibilities:
  1. Client Consultation:
    • Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance.
    • Analyze clients' financial situations and gather relevant information to create tailored financial plans.
  2. Financial Planning:
    • Develop and implement customized financial strategies that align with clients' short-term and long-term objectives.
    • Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options.
  3. Investment Management:
    • Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed.
    • Stay informed about market trends, economic conditions, and emerging investment opportunities.
  4. Relationship Management:
    • Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction.
    • Provide ongoing support, including regular portfolio reviews and performance updates.
  5. Compliance and Reporting:
    • Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity.
    • Prepare and present comprehensive reports on clients' financial performance and progress toward their goals.
  6. Business Development:
    • Identify and pursue new business opportunities to expand the client base.
    • Participate in networking events and marketing initiatives to attract potential clients.
  7. Continuous Learning:
    • Stay updated on financial products, market developments, and regulatory changes to provide informed advice.
    • Pursue relevant certifications and professional development opportunities.
Note: This role is not solely focused on cold lead generation; you will also have access to an established book of business to support your client outreach and sales efforts. 


Qualifications:
  • Bachelor’s degree in finance, economics, business, or a related field.
  • Series 65 license preferred; additional relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.
  • Proven experience as a financial advisor or in a related financial services role.
  • Strong analytical skills with proficiency in financial planning software.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Must be authorized to work in the USA.
Skills:
  • In-depth knowledge of investment strategies and financial products.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work independently and manage multiple client relationships effectively.
  • Proficient in Microsoft Office Suite and financial management tools.
Work Environment:
  • This position will be based in our Carlsbad office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.
Compensation:
  • Salary base pay range of $80,000 - $100,000, plus commissions, bonuses, and benefits.
Join our team at Luke Dix State Farm Agency and help us make a positive impact on our clients' financial futures!

Numbers & Facts

LocationCarlsbad, CA
Job TypeFull-time
Salary$80,000–$100,000 Per Year

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