About this role
Financial Services Representative - State Farm Agent Team Member at Amy Blackwell - State Farm Agent. Location: Murrieta, California, United States. Role: consulting customers, conducting reviews, maintaining compliance Requirements: 3+ years in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred; experience consulting on financial planning, portfolio management, and regulatory compliance. Category: Sales Seniority: Mid Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English