Tony Lopez - State Farm Insurance Agent ยท 8 hours ago
Financial Advisor
Winter Park, FL
Full-time
Hybrid
Mid LevelTony Lopez - State Farm Insurance Agent serves the Winter Park, FL area, offering a range of insurance products. The Financial Advisor will provide financial planning services, evaluate clients' financial needs, and create tailored strategies to meet their financial goals.
Insurance
Hiring Manager
Tony Lopez, ChFC, AIC
Responsibilities
Providing financial planning services
Evaluating clients' financial needs
Creating tailored strategies to meet financial goals
Offering guidance on retirement planning
Advising on investment options
Delivering overall financial advisory services
Building and maintaining strong client relationships
Staying updated on financial products and market trends
Qualification
Required
Proficiency in Financial Planning, Finance, and Retirement Planning
Knowledge and experience in Investments and Financial Advisory services
Strong interpersonal and communication skills for building client relationships
Ability to analyze complex financial data and offer customized financial solutions
Self-motivated and capable of working both independently and collaboratively in a hybrid work environment
Preferred
Relevant certifications or licenses (e.g., CFP, Series 7, or equivalent)
Bachelor's degree in Finance, Business Administration, or a related field
Experience in the insurance or financial services industry
Company
Tony Lopez - State Farm Insurance Agent
Call (407) 543-3777 for life, home, car insurance and more. Get a free quote from State Farm Agent Tony Lopez in Winter Park, FL
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase