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Closed on July 11, 2026.
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Financial Services Representative
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Job Description
The Financial Services Representative operates onsite in Green Bay, Wisconsin within a State Farm agent office. The role focuses on promoting investment products, educating clients about financial options, assisting with portfolio management, and maintaining regulatory compliance. The position offers a salary range of USD 50,000 to 150,000 per year and requires at least three years of experience in financial services.
Location and Compensation
Location: Green Bay, WI (onsite). Salary: USD 50,000 - 150,000 per year.
Responsibilities
- Advise clients on financial planning and investment options.
- Support clients with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Uphold compliance with financial regulations.
Requirements
- Minimum of 3 years of experience in financial services.
- Strong analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses preferred.
Benefits
- 401(k) matching
- Performance-based bonus
- Competitive salary
- Paid time off
Role Description
Within the Tiona Petrouske - State Farm Agent team, the Financial Services Representative markets investment products designed to address everyday risk and informs clients about financial options. A solid knowledge of financial products supports a consultative, sales-minded approach to client education. Strong analytical capabilities position the role as a valuable resource to clients and a competitive asset to the agency.
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