Financial Services Advisor — Registered Representative (Full-Time)

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

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

A leading financial services agency is seeking a Registered Representative to market financial products, conduct financial analyses, and manage client portfolios. The ideal candidate should possess strong analytical and communication skills along with necessary licenses. This full-time position in Excelsior, MN, offers competitive compensation ranging from $45,000 to $65,000 per year, flexible schedules, and benefits such as health insurance and retirement plans.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.

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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Analytical skills

Relationship building

Education

Series 6/63/65 or 7 license

Other relevant certifications

Job description

A leading financial services agency is seeking a Registered Representative to market financial products, conduct financial analyses, and manage client portfolios. The ideal candidate should possess strong analytical and communication skills along with necessary licenses. This full-time position in Excelsior, MN, offers competitive compensation ranging from $45,000 to $65,000 per year, flexible schedules, and benefits such as health insurance and retirement plans.