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!

• Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and/or procedures
• Performs audits, analyzes trends and statistical information, develops reports, and provides recommendations for improving efficiencies and effectiveness to meet department and company business needs
• Fosters and maintains relationships with internal/external business partners and customers
• Establishes, documents, maintains, and communicates business procedures
• Performs a variety of oversight related activities including testing, reporting, and risk assessment, drawing on relevant knowledge and skills (obtained through formal education/training or through job experience)
• Develops creditability and collaborative relationships in Broker Dealer operations, Regulatory Compliance and with business partners. Actively seeks input on critical decisions to achieve buy-in, on-going support, and cooperation to promote enterprise compliance

• Experience in broker dealer operations with an understanding of applicable laws and regulations dealing with investment securities, mutual funds, stocks, bonds, etc.
• May currently be FINRA licensed in: Series 6, Series 7, Series 26, or Series 24 (not required)
• Bachelor's Degree preferred in Finance, Insurance or other related field of study
• Ability to quickly understand new concepts, interpret, analyze, and report across multiple areas
• Strong attention to detail and commitment to high standards of work product, including development of deliverables and executive summaries for various audiences
• Technical agility, including proficiency with the Microsoft Office suite of products
• High degree of initiative and accountability with ability to meet primary responsibilities, timelines, and effective dates with limited direction and oversight
• Comfort level and experience communicating effectively with all levels of leadership
• Ability to decipher and communicate risk and compliance topics to obtain buy-in, ownership, and drive action to achieve results
• Ability to multi-task and prioritize work based on business needs
• Ability to communicate priorities and/or associated conflicts, and must appropriately escalate issues to business partners, stakeholders, team members, and/or leadership
• Great relationship building and teamwork skills - maintaining relationships and communication with key business partners and team members regarding ongoing efforts and department initiatives, and assisting other team members and peers when needed

Because work-life balance is a priority at State Farm, compensation is based on our standard 38 hr. and 45 min. work week!

• Potential starting salary range: $80,000 - $100,000
• 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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