Financial Services Advisor (Series 6/63/65)

Brianhickssf; Apex (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Birthday off

Holidays off

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Competitive salary

Job summary

Brianhickssf in Apex, NC, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on their options. This full-time role involves managing customer portfolios, conducting needs analyses, and ensuring compliance with industry regulations.

Candidates must hold Series 6, 63, and 65 licenses and have strong communication and analytical skills. The position offers a competitive salary range of $50,000 to $80,000, alongside benefits such as paid time off and opportunities for advancement.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• Ability to build and maintain customer relationships.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Analytical skills

Investment knowledge

Education

Series 6, 63 and 65 license

Tools

Financial software

Job description

Brianhickssf in Apex, NC, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on their options. This full-time role involves managing customer portfolios, conducting needs analyses, and ensuring compliance with industry regulations.

Candidates must hold Series 6, 63, and 65 licenses and have strong communication and analytical skills. The position offers a competitive salary range of $50,000 to $80,000, alongside benefits such as paid time off and opportunities for advancement.