Financial Services Advisor – Investments & Client Growth

Myagentchad; Minnesota; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local financial services provider is seeking a Registered Representative - State Farm Agent Team Member in Excelsior, MN. The role focuses on marketing financial products, providing investment options, and maintaining customer relationships. Ideal candidates should possess relevant licenses and strong analytical skills. Compensation ranges from $45,000 to $65,000 per year, along with excellent benefits and advancement opportunities.

Qualifications

• Strong knowledge of investment products and financial markets essential.
• Series 6/63/65 or 7 license required.
• Excellent communication and customer service skills crucial.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Ability to build and maintain customer relationships

Detail-oriented with strong analytical skills

Education

Series 6/63/65 or 7 license and other relevant certifications

Job description

A local financial services provider is seeking a Registered Representative - State Farm Agent Team Member in Excelsior, MN. The role focuses on marketing financial products, providing investment options, and maintaining customer relationships. Ideal candidates should possess relevant licenses and strong analytical skills. Compensation ranges from $45,000 to $65,000 per year, along with excellent benefits and advancement opportunities.