Financial Advisor & Client Portfolio Specialist (PTO/401k)

Champlininsurance; Champlin (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Paid time off

401(k)

Training & development

Job summary

State Farm Agent Team Member in Champlin, MN seeks a Registered Representative to market financial products and educate customers on options. You will provide investment guidance and engage clients with a consultative approach.

You will perform investment needs analyses, manage portfolios, stay compliant, and support clients with ongoing service while building long-term relationships.

Qualifications

• Licenses such as Series 6/63/65 or SIE are preferred.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Ability to build and maintain customer relationships with attention to detail.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment products knowledge

Customer service

Communication skills

Analytical mindset

Detail-oriented

Education

SIE license

Series 6/63/65 licenses

Job description

State Farm Agent Team Member in Champlin, MN seeks a Registered Representative to market financial products and educate customers on options. You will provide investment guidance and engage clients with a consultative approach.

You will perform investment needs analyses, manage portfolios, stay compliant, and support clients with ongoing service while building long-term relationships.