Financial Services Advisor & Planning Specialist

Posted today

jacob pratt state farm agentParkville (MO)

Personal Financial AdvisorsAll Other Insurance Related Activities

SENIORITY

Mid

About the role

Jacob Pratt - State Farm Agent in Parkville is looking for a Financial Services Representative to market financial products and provide clients with expert financial advice. The role requires strong analytical and communication skills and a minimum of 3 years of experience in financial services. The candidate will assist clients with portfolio management, conduct financial reviews, and ensure compliance with regulations. The position offers bonuses based on performance, health insurance, and opportunities for advancement. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.