Financial Advisor

$48,000 - $60,000/Yr

State Farm - Colorado Springs, CO

Full-time - Entry Level

Onsite - Colorado Springs, CO

Insurance Carriers and Related Activities

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