Financial Services Advisor: Portfolio & Planning Expert
Doug Valentine - State Farm Agent in Cedar Rapids, Iowa is seeking a proactive candidate to market financial products and educate customers about their financial options. Responsibilities include consulting on investment options, assisting with portfolio management, and maintaining compliance with financial regulations. Ideal candidates should have a minimum of 3 years in financial services and possess strong analytical and communication skills. Licenses such as FINRA Series 7 and 63 are preferred.
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