Future Opening: Registered Representative - State Farm Agent Team Member

Responsibilities

• Provide investment advice and sell securities to clients.
• Conduct financial needs analysis and recommend investment products.
• Manage client portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and client interactions.
• Sure compliance with industry regulations and standards.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Pay

$50,000.00 - $100,000.00 per year

Schedule

Not specified

Benefits

• Paid time off (vacation and personal/sick days).
• Opportunity for advancement.
• Training & development.

About the role

Absent any additional details, this position is a Registered Representative - State Farm Agent Team Member with Shane Dekle - State Farm Agent.

Requirements

Absent any additional details, this position requires a Series 6 or 7 license and other relevant certifications, strong knowledge of investment products and financial markets, excellent communication and customer service skills, ability to build and maintain client relationships, detail-oriented with strong analytical skills, proficiency with financial software and tools, and high ethical standards and professionalism.