Financial Services Advisor – Flexible Schedule & Growth

Chris Case - State Farm Agent; Arlington (WA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Chris Case State Farm is seeking a Registered Representative to market financial services and educate customers on investment options. You will apply your knowledge of financial products and a consultative approach to grow the agent office and serve clients with a high level of professionalism.

The role emphasizes analyzing client needs, presenting suitable investment solutions, and maintaining accurate records while staying compliant with industry regulations.

Qualifications

• Licensing: Series 6/63/65 or SIE licenses preferred.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical skills.
• Ability to build and maintain customer relationships.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult on 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Detail-oriented

Analytical skills

Building relationships

Proficiency with financial software

Tools

Financial software

Job description

Chris Case State Farm is seeking a Registered Representative to market financial services and educate customers on investment options. You will apply your knowledge of financial products and a consultative approach to grow the agent office and serve clients with a high level of professionalism.

The role emphasizes analyzing client needs, presenting suitable investment solutions, and maintaining accurate records while staying compliant with industry regulations.