Financial Services Registered Rep & Client Advisor

Rett Rutland; Rock Hill (SC); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Rett Rutland State Farm Agent Team is seeking a Registered Representative to market financial services and educate customers on their financial options. You will apply a consultative approach, analyze needs, and support clients with investment guidance.

Join a team focused on growth, compliance, and customer-focused financial solutions. Training and advancement opportunities accompany a competitive salary and performance-based bonus.

Qualifications

• Licensing in Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• Strong knowledge of investment products and financial 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

Series 6/63/SIE

Investment product knowledge

Communication skills

Customer relationship building

Attention to detail

Financial software proficiency

Ethical standards

Tools

Financial software tools

Job description

Rett Rutland State Farm Agent Team is seeking a Registered Representative to market financial services and educate customers on their financial options. You will apply a consultative approach, analyze needs, and support clients with investment guidance.

Join a team focused on growth, compliance, and customer-focused financial solutions. Training and advancement opportunities accompany a competitive salary and performance-based bonus.