Financial Services Registered Rep — Client Advisory

James Bild - State Farm Agent; Franklin (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Performance bonus

Competitive salary

Paid time off

Training & development

Job summary

James Bild - State Farm Agent is seeking a Registered Representative to market financial products that manage everyday risks and educate customers on their options. You will use a consultative approach to help clients protect their assets while building lasting relationships.

The role emphasizes investment product knowledge, client communication, and compliance with industry standards. You will conduct presentations, analyze needs, and support customers through ongoing service and portfolio

Qualifications

• Series 6 or 7 license and related 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 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/7 license

Investment knowledge

Communication skills

Customer service

Analytical skills

Financial software proficiency

Professionalism

Job description

James Bild - State Farm Agent is seeking a Registered Representative to market financial products that manage everyday risks and educate customers on their options. You will use a consultative approach to help clients protect their assets while building lasting relationships.

The role emphasizes investment product knowledge, client communication, and compliance with industry standards. You will conduct presentations, analyze needs, and support customers through ongoing service and portfolio