This position is no longer accepting applications
Closed on July 5, 2026.
Financial Services Representative
Advisor
Client Relations
Financial Advisor
Financial Planning
Financial Regulation
Financial Services
Relationship Management
Sales
Wealth Management
View similar jobs
Get alerted when similar jobs are posted — set up a job alert from the homepage.
See other roles at Anne Reeves - State Farm Agent.
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
Similar Jobs
