Financial Advisor – Series 65/6/63

Chad Peterson - State Farm Agency; Las Cruces (NM); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

Flexible work schedule

Career advancement

Job summary

State Farm is seeking a Financial Advisor – Series 65/6/63 to join an established agency in Las Cruces, NM. This full-time role combines financial planning, insurance and investment guidance, leveraging licenses to deliver tailored recommendations and build lasting client relationships.

You will conduct needs analyses, cross-sell a broad suite of financial products, and strive for professional growth in a collaborative, bilingual-friendly environment that values integrity and service.

Qualifications

• Active Series 65/6/63 licenses required
• P&C and Life & Health licenses preferred or willing to obtain
• Experience in financial services, investment sales, or wealth management preferred
• Strong consultative sales and client advisory skills

Responsibilities

• Provide comprehensive financial planning and insurance-based solutions
• Conduct thorough financial needs analyses to recommend strategies and products
• Develop, nurture, and maintain long-term client relationships
• Cross-sell financial services and products to existing insurance clients
• Proactively generate new business through networking, referrals, and prospecting
• Conduct regular policy and account reviews, facilitating financial planning discussions
• Ensure strict compliance with FINRA and state insurance regulations
• Consistently meet or exceed production, sales, and revenue targets

Skills

Series 65

Series 6

Series 63

Licenses: P&C/Life & Health

Relationship building

Sales

Job description

Are you a passionate professional seeking to make a meaningful impact in the financial services industry? We are currently seeking a dedicated Financial Advisor – Series 65/6/63 to join an established State Farm agency. This full-time position offers an excellent opportunity to leverage your financial expertise, licensing, and relationship-building skills to help clients achieve their financial goals while advancing your career within a supportive and growth-oriented environment. As a Financial Advisor – Series 65/6/63, you will be responsible for guiding clients through comprehensive financial planning, investment services, and insurance-based solutions. You will utilize your active Series 65, 6, and/or 63 licenses to deliver expert recommendations tailored to individual needs. This role emphasizes the cultivation of long-term client relationships, the delivery of personalized financial guidance, and the opportunity to cross-sell a broad suite of financial products, including retirement planning, annuities, and mutual funds. Joining our team means becoming a trusted resource for individuals, families, and small businesses as they navigate the complexities of financial planning and wealth management. Our agency is dedicated to upholding the highest standard of professionalism, customer service, and ethical conduct, ensuring that each client's best interests are the cornerstone of your work. The agency foster a collaborative environment that values ongoing professional development and supports bilingual professionals to better serve our diverse client base.

Financial Advisor – Series 65/6/63 Summary

Utilize active Series 65, 6, and/or 63 licenses to deliver expert financial advice and solutions
Build and manage lasting client relationships based on trust, transparency, and results
Serve as a key point of contact for clients seeking insurance and investment-related financial guidance
Advance your career in a role that rewards professionalism, integrity, and performance

Duties & Responsibilities

• Provide comprehensive financial services guidance, including retirement planning, investment-related product recommendations, and insurance-based financial solutions
• Conduct thorough financial needs analyses to recommend appropriate strategies and products
• Develop, nurture, and maintain long-term relationships with clients, acting as a trusted financial partner
• Cross-sell financial services and products to existing insurance clients, maximizing value and service breadth
• Proactively generate new business through networking, referrals, and prospecting activities
• Conduct regular policy and account reviews, facilitating timely financial planning discussions
• Ensure strict compliance with all FINRA and state insurance regulations
• Consistently meet or exceed production, sales, and revenue targets

Salary & Benefits

• Competitive base salary with commission on new business and renewals
• Performance-based bonus opportunities
• Residual income potential, rewarding long-term client engagement
• Paid Time Off (PTO) and vacation benefits
• Flexible work schedule to support work-life balance
• Opportunities for career advancement within the financial services and insurance industry

Qualifications & Requirements

• Active Series 65, 6, and/or 63 license is required
• Property & Casualty and Life & Health insurance licenses preferred, or willingness to obtain
• Prior experience in financial services, investment sales, insurance sales, or wealth management is preferred
• Demonstrated consultative sales and relationship-building abilities
• Knowledge of retirement planning, annuities, mutual funds, or financial products is advantageous
• Self-motivated, goal-oriented, and professional demeanor
• Excellent communication and client advisory skills

Ideal Candidate Snapshot

• Motivated individual with a strong sense of integrity and professionalism
• Proven experience in financial planning, investment sales, or insurance sales
• Active Series 65, 6, and/or 63 licenses
• Strong relationship management and consultative selling skills
• Commitment to delivering exceptional client service and support
• Interest in continuous learning and professional growth within the financial services industry

Other Relevant Information

The agency is dedicated to supporting a diverse and inclusive work environment, offering bilingual support to better serve all clients. Our mission centers on helping clients achieve financial security through personalized solutions in insurance and financial services. Professional growth is encouraged, with access to ongoing training and advancement opportunities. Work in a community-focused agency that values teamwork, integrity, and long-term client success

Equal Opportunity Employer

We are proud to be an Equal Opportunity Employer (EEO). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.