Financial Advisor: Base Salary + Growth, Flexible Schedule

State Farm Agent; Winter Park (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A prominent financial services agency in Winter Park is looking for a Registered Representative. This role offers a unique opportunity with a base salary and comprehensive training in financial planning. Candidates should have experience as a Financial Advisor and valid securities licenses. Key responsibilities include providing financial advice, maintaining client relationships, and ensuring compliance with regulations. The agency is dedicated to client success and fostering a supportive work environment.

Qualifications

• Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.

Responsibilities

• Offer comprehensive financial planning and advice to existing customers.
• Partner with a career agent to develop a business plan.
• Maintain and enhance relationships with active communication.
• Demonstrate sound business judgement.
• Educate clients on technology for investment management.
• Ensure adherence to financial industry regulatory policies.

Skills

Client relationship management

Financial planning

Understanding of financial markets

Integrity

Educational guidance

Education

Bachelor's degree

Job description

A prominent financial services agency in Winter Park is looking for a Registered Representative. This role offers a unique opportunity with a base salary and comprehensive training in financial planning. Candidates should have experience as a Financial Advisor and valid securities licenses. Key responsibilities include providing financial advice, maintaining client relationships, and ensuring compliance with regulations. The agency is dedicated to client success and fostering a supportive work environment.