Investment Planning Services Analyst

Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!

• Collaborate with various departments including operations, agency, enterprise technology, back office, and enterprise business partners to align platform initiatives with business strategy.
• Leads and/or coordinates interdepartmental initiatives with enterprise impact
• Serves as a subject matter resource on Financial Services policies, practices, and products within assigned area
• Interprets department and legislative/regulatory policies, procedures, and regulations, and develops integrated plans for implementation
• Researches, develops, provides, and communicates results and recommendations to senior leadership and other levels of management through summaries, reports, and presentations
• Serves as a liaison between Investment Planning Services and internal/external business partners to resolve complex issues
• Initiates and coordinates activities and/or projects to develop or improve automation workflows, processes, projects, and procedures
• Participates in interdepartmental initiatives, projects, and/or committees

• Knowledge and experience working with financial products and services, specifically in Life Insurance products and Advisory Services
• Technical/functional expertise in financial services practice management

Desired Competencies:

• Decision Making and Judgment
• Communication
• Resourcefulness
• Customer Focus
• Accountability
• Teamwork

Additional Requirements:

• May be required to obtain the FINRA SIE and Series 6 securities licensing exams.
• May be required to be fingerprinted for sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment
• Management Corp. (SFIMC) to remain in the position. May vary by division based on leadership's direction based on review of business needs.
• Incumbents must sign the Acknowledgement and Consent to Telephone Monitoring, and the Acknowledgement of Policy on Personal Account
• Transactions/Acknowledgement of E-mail Retention and Supervision Policy Forms

Incumbency Period:

• All employees hired into this position are subject to a 12-month incumbency period (beginning on the effective date in this position) which must be met before the incumbent can post or be considered for other opportunities.
• Exceptions to the incumbency period may be considered for promotional opportunities and will be considered on an individual basis, consistent with business needs and management approval.

Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!

• Potential starting salary range: $79,000 - $121,000
• Starting salary will be based on skills, background, and experience
• High end of the range limited to applicants with significant relevant experience
• Potential yearly incentive pay up to 10% of base salary

At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!

• Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
• Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
• Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
• Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
• Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
• Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
• Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.

Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!

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