Financial Advisor (Series 6/7) & Portfolio Specialist

Alexander Brown - State Farm Agent; Columbia (MD); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Flexible schedule

Paid time off

Job summary

Alexander Brown - State Farm Agent in Columbia, MD seeks a Registered Representative to market financial products and support customers in managing their investments. You will utilize your knowledge of financial markets to enhance customer education and decision-making.

The ideal candidate will possess a Series 6 or 7 license, along with strong analytical and communication skills. Benefits include competitive salary, flexible schedule, and 401(k) matching.

Qualifications

• Licensed as Series 6 or 7 and possess other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.

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.

Skills

Investment products knowledge

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Education

Series 6 or 7 license

Relevant certifications

Tools

Financial software

Job description

Alexander Brown - State Farm Agent in Columbia, MD seeks a Registered Representative to market financial products and support customers in managing their investments. You will utilize your knowledge of financial markets to enhance customer education and decision-making.

The ideal candidate will possess a Series 6 or 7 license, along with strong analytical and communication skills. Benefits include competitive salary, flexible schedule, and 401(k) matching.