About this role
Financial Services Representative - State Farm Agent Team Member at Mike Brewer - State Farm Agent. Location: Fort Worth, Texas, United States. Role: consulting customers, managing portfolios, maintaining compliance Requirements: 3+ years in financial services; consult clients on financial planning, portfolio management, and product recommendations; maintain regulatory compliance. FINRA Series 7 and 63 preferred; strong analytical and communication skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: Spanish, English