Financial Services Advisor – Growth, Training & PTO

Kraig Streetman - State Farm Insurance Agent; Buford (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

Kraig Streetman - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support portfolios with a consultative approach. You will analyze needs and present investment solutions while staying compliant. This role emphasizes sales-minded and ethical service in a growth-oriented agency.

The position offers advancement opportunities and includes training, development, and PTO as part of the benefits package.

Qualifications

• Series 6 or 7 license 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 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/7 license

Investment products knowledge

Communication skills

Customer service

Relationship building

Attention to detail

Financial software

Ethical standards

Tools

Financial softwareTools

Job description

Kraig Streetman - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support portfolios with a consultative approach. You will analyze needs and present investment solutions while staying compliant. This role emphasizes sales-minded and ethical service in a growth-oriented agency.

The position offers advancement opportunities and includes training, development, and PTO as part of the benefits package.