Financial Services Advisor – Investments & Client Growth

Andrew Komornik - State Farm Agent; Charleston (SC); On-site; USD 50,000 - 75,000; Full time

Job summary

Andrew Komornik State Farm is seeking a Registered Representative to market financial services and educate customers on their options. You will analyze needs, recommend investments, and manage client portfolios with ongoing support.

The role requires licensing in Series 6/63/65 and SIE, along with relevant certifications. You will stay informed on market trends and regulatory changes while maintaining accurate records and ensuring compliance.

Qualifications

• Series 6/63/65 and SIE licenses preferred; other relevant certifications encouraged.
• Strong knowledge of investment products and markets; excellent communication and analytical skills.

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

Investment knowledge

Communication skills

Customer relations

Analytical skills

Financial software proficiency

Ethics and professionalism

Education

Series 6/63/65 and SIE licenses

Other relevant certifications

Job description

Andrew Komornik State Farm is seeking a Registered Representative to market financial services and educate customers on their options. You will analyze needs, recommend investments, and manage client portfolios with ongoing support.

The role requires licensing in Series 6/63/65 and SIE, along with relevant certifications. You will stay informed on market trends and regulatory changes while maintaining accurate records and ensuring compliance.