Financial Services Advisor — Growth‑Oriented Team Member

State Farm Agent; Nixa (MO); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent in Nixa seeks a Registered Representative Team Member to market financial services and manage everyday risks. You will educate customers on financial options with a consultative approach, while leveraging analytical skills to support clients and help the office grow.

The role blends sales with compliance, offering a path for advancement, a busy team environment, and a competitive salary as you contribute to a trusted local agency.

Qualifications

• Licenses such as Series 6/63/65 or SIE preferred and relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service abilities.

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

SIE licenses

Investment knowledge

Customer service

Communication

Analytical skills

Financial software

Education

Series 6/63/65 or SIE licenses

Tools

CRM software

Portfolio management tools

Risk analysis tools

Job description

David Dupree - State Farm Agent in Nixa seeks a Registered Representative Team Member to market financial services and manage everyday risks. You will educate customers on financial options with a consultative approach, while leveraging analytical skills to support clients and help the office grow.

The role blends sales with compliance, offering a path for advancement, a busy team environment, and a competitive salary as you contribute to a trusted local agency.