Financial Services Advisor: Investments & Client Growth

Davegrant; Georgia; On-site; USD 50,000 - 70,000; Full time

Job summary

Dave Grant - State Farm Agent is seeking a Registered Representative to market financial services and educate customers on their financial options. You will analyze needs, recommend investments, and manage client portfolios in a full-time role at the Hiram, GA office.

Ideal candidates will have securities licenses (SIE/Series 6/63/65) or equivalents, strong communication, and a commitment to high ethical standards in a client-focused environment. Salary ranges from $50,000 to $70,000 annually.

Qualifications

• Licenses: Series 6/63/65 or SIE preferred
• SIE, Series 6/63/65, and other relevant certifications
• Strong knowledge of investment products and markets
• Excellent communication and customer service skills
• Ability to build and maintain customer 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

Analytical skills

Detail oriented

Customer relationships

Education

Series 6/63/65 or SIE licenses

SIE, Series 6/63/65 certifications

Tools

Financial software

Job description

Dave Grant - State Farm Agent is seeking a Registered Representative to market financial services and educate customers on their financial options. You will analyze needs, recommend investments, and manage client portfolios in a full-time role at the Hiram, GA office.

Ideal candidates will have securities licenses (SIE/Series 6/63/65) or equivalents, strong communication, and a commitment to high ethical standards in a client-focused environment. Salary ranges from $50,000 to $70,000 annually.