Financial Services Advisor – Growth, Training & Benefits

Jeffmarksinsurance; Pinole, Northern (CA, KY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Opportunity for advancement

Paid time off

Training & development

Job summary

Jeff Marks - State Farm Agent in Pinole, CA seeks a Registered Representative to market financial services, consult on securities, and educate customers on their options. You’ll support clients with investment guidance, analyze needs, and stay compliant with regulations.

This full-time role rewards initiative with licensing requirements (Series 6/63/65 or SIE), offers training, advancement opportunities, and benefits; strong ethics and customer focus are essential.

Qualifications

• 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.

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

Investment knowledge

Analytical skills

Attention to detail

Financial software

Education

Series 6/63/65

SIE

Certifications

Tools

Financial software tools

Job description

Jeff Marks - State Farm Agent in Pinole, CA seeks a Registered Representative to market financial services, consult on securities, and educate customers on their options. You’ll support clients with investment guidance, analyze needs, and stay compliant with regulations.

This full-time role rewards initiative with licensing requirements (Series 6/63/65 or SIE), offers training, advancement opportunities, and benefits; strong ethics and customer focus are essential.