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Closed on July 5, 2026.
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Job Description
Onsite in Fredericksburg, VA, the Financial Services Representative role with Anne Reeves - State Farm Agent focuses on consultative financial planning, investment guidance, and regulatory compliance, offering a salary range of USD 45,000 to 85,000 per year.
Responsibilities
- Provide consultative guidance to clients on financial planning and investment options.
- Support clients with portfolio management and asset allocation decisions.
- Conduct financial reviews and recommend suitable products.
- Ensure ongoing compliance with applicable financial regulations.
Requirements
- Minimum 3 years of experience in financial services.
- Strong analytical abilities and effective communication skills.
- FINRA Series 7 and 63 licenses preferred.
Benefits
- 401(k) retirement plan
- Company matching contributions for 401(k)
- Competitive salary
- Opportunities for career advancement
- Paid time off
- Training and development programs
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