Financial Services Advisor — Growth & Client Impact (Lorain, OH)

Charleschapmaninsurance; Lorain (OH); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Advancement opportunities

Descripción de la vacante

Charles Chapman - State Farm Agent seeks a Registered Representative to market financial services and help clients evaluate options for managing risks. You will educate customers on investment choices and work to grow a satisfied client base in Lorain, OH.

The role emphasizes a consultative sales approach, regulatory awareness, and the ability to maintain accurate records while supporting portfolio needs and ongoing customer relationships.

Formación

• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• 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.

Responsabilidades

• 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.

Conocimientos

Series 6/63/65

SIE licensing

Communication

Customer service

Analytical skills

Herramientas

Financial software

Descripción del empleo

Charles Chapman - State Farm Agent seeks a Registered Representative to market financial services and help clients evaluate options for managing risks. You will educate customers on investment choices and work to grow a satisfied client base in Lorain, OH.

The role emphasizes a consultative sales approach, regulatory awareness, and the ability to maintain accurate records while supporting portfolio needs and ongoing customer relationships.