Financial Services Advisor - Investments & Client Growth

Peter Weidinger; Florida; On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Competitive salary

Job summary

Peter Weidinger Ins Agency in Pinecrest, FL is seeking a Registered Representative - State Farm Agent Team Member to drive financial services sales and client education. You will market investment products, conduct needs analyses, and support ongoing portfolio management.

Ideal candidates hold a Series 6 or 7 license, excel at building relationships, and stay current with market trends and regulatory changes. This full-time role offers competitive pay, 401(k) matching, and paid time off.

Qualifications

• Licensed Series 6 or 7 required.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Detail-oriented with analytical abilities.
• Ability to build and maintain relationships with clients.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment product knowledge

Licensing: Series 6/7

Communication skills

Customer service skills

Analytical skills

Financial software proficiency

Tools

Financial software

Job description

Peter Weidinger Ins Agency in Pinecrest, FL is seeking a Registered Representative - State Farm Agent Team Member to drive financial services sales and client education. You will market investment products, conduct needs analyses, and support ongoing portfolio management.

Ideal candidates hold a Series 6 or 7 license, excel at building relationships, and stay current with market trends and regulatory changes. This full-time role offers competitive pay, 401(k) matching, and paid time off.