Top 15 Financial planner Jobs in Logan Ut

Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Management
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
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Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus applicable state life, health, and variable products license.
$100,000 - $200,000 a year
Quick Apply

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
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Registered Representative - State Farm Agent Team Member

Mitchell Smith - State Farm Agent -
United States

Quick Apply

Job Details

Full-time
$100,000 - $200,000 a year

Benefits

Profit sharing
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Life Insurance License
Referral-based lead generation
Investment management advisory services
Professional ethics
Sales referrals
Life insurance knowledge
Financial product expertise
Meeting or exceeding sales goals
Life insurance sales
Client referrals
Insurance sales
Investment analysis
Experience practicing in the securities industry
Series 63
Financial markets knowledge

Full Job Description

Benefits:

401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Profit sharing
Training & development
Vision insurance

ROLE DESCRIPTION:

As a with , you'll lead our investment planning team and serve as the trusted advisor our customers turn to for the decisions that shape their financial future. This is a relationship-driven, consultative role: you'll meet with individuals and families, understand where they want to go, and build the strategy that get them there.

You bring deep product knowledge and the licensing to back it up, but what sets you apart is your ability to translate complexity into clarity—helping customers feel confident, informed, and cared for at every step. As the leader of this department, you'll set the standard for how financial planning is done at our agency and have a direct hand in growing it.

WHAT WE BRING:

Roughly 10,000 existing State Farm households to farm for investment and protection opportunities—warm relationships, not cold leads.
A dedicated telemarketer who sets qualified appointments directly on your calendar, so you spend your time advising, not prospecting.
Comprehensive training on products, systems, and processes to set you up for success from day one.
Dedicated wholesalers on call to support you with product questions and case design.

WHAT YOU'LL DO:

Meet with customers to conduct thorough financial needs analyses and design strategies built around their goals.
Recommend and place investment products, variable products, life insurance, disability coverage, and related solutions.
Manage customer relationships and provide proactive, ongoing guidance as their needs evolve.
Build and lead the investment planning function—setting process, standards, and growth direction.
Stay ahead of market trends, product changes, and regulatory developments.
Deliver presentations that build trust and generate opportunity.
Maintain meticulous records and ensure full compliance with all industry regulations.

WHAT YOU BRING:

Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus applicable state life, health, and variable products license.
Proven experience advising clients on investment and insurance products - this is not an entry-level role.
Drive to exceed the goals set for you and build a substantial book of business quickly - intrinsically motivated
A consultative, goals-first approach and a track record of building strong referral bases.
Strong analytical skills and genuine fluency with financial products and markets.
Excellent communication skills and the ability to make complex topics simple.
High ethical standards, professionalism, and a commitment to acting in the customer's best interest.

This is a remote position.

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financial planner jobs in logan ut

Registered Representative - State Farm Agent Team Member

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