Financial Advisor (Series 6/7) – Investment & Client Growth

Riley Jordan - State Farm Agent; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Riley Jordan - State Farm Agent in Naples, FL is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will have strong communication skills, a Series 6 or 7 license, and the ability to analyze customer needs.

Responsibilities include providing investment consultations, staying updated on market trends, and ensuring compliance with industry regulations.

Benefits include performance-based bonuses, opportunities for advancement, and paid time off.

Qualifications

• Licensed to sell securities and investment products (Series 6 or 7 license).
• Strong knowledge of financial products and market trends.
• Excellent communication and customer service abilities.

Responsibilities

• Market financial products effectively.
• Conduct financial needs analysis for clients.
• Provide ongoing support for customer portfolios.

Skills

Communication skills

Detail-oriented

Customer service skills

Analytical skills

Relationship building

Education

Series 6 or 7 license

Relevant certifications

Tools

Financial software and tools

Job description

Riley Jordan - State Farm Agent in Naples, FL is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will have strong communication skills, a Series 6 or 7 license, and the ability to analyze customer needs.

Responsibilities include providing investment consultations, staying updated on market trends, and ensuring compliance with industry regulations.

Benefits include performance-based bonuses, opportunities for advancement, and paid time off.