Financial Services Advisor: Investment & Needs Analysis

Joe Ruggiero - State Farm Agent; Owings Mills (MD); Vor Ort; USD 50.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health insurance

Paid time off

Vision insurance

Dental insurance

Zusammenfassung

Joe Ruggiero - State Farm Agent is seeking a Registered Representative to market financial services products, educate customers on their financial options, and support the office with data-driven insights and proactive service.

The role focuses on advising on investment options, conducting needs analyses, portfolio management, and staying current with market and regulatory changes to ensure compliant, ethical client service.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Licensing knowledge

SIE Credentials

Investment knowledge

Communication skills

Customer relationships

Attention to detail

Financial software

Ethics & professionalism

Jobbeschreibung

Benefits:

• Health insurance
• Paid time off
• Vision insurance
• Dental insurance

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Joe Ruggiero - State Farm Agent, you will successfully market financial services products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agent office.

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.

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.