Financial Advisor & Investment Solutions Rep

Laurenstoneagency; Town of Texas (WI); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Company parties

Dental insurance

Flexible schedule

Training & development

Job summary

Lauren Stone - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and apply a consultative, sales-minded approach. The role emphasizes accuracy, regulatory adherence, and ongoing client support.

The position is full-time in Grapevine, TX, with opportunities for advancement and a comprehensive benefits package including 401(k), health and vision insurance, PTO, and bonuses based on performance.

Qualifications

• FINRA Series 6 and Series 65 licenses preferred.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

FINRA Licenses

Investment products

Customer service

Relationship building

Analytical skills

Financial software

Tools

Financial software

Job description

Lauren Stone - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and apply a consultative, sales-minded approach. The role emphasizes accuracy, regulatory adherence, and ongoing client support.

The position is full-time in Grapevine, TX, with opportunities for advancement and a comprehensive benefits package including 401(k), health and vision insurance, PTO, and bonuses based on performance.