Financial Services Registered Rep & Client Advisory

Adam-Peterson---State-Farm-Agent; Greenville (SC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

Adam Peterson - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assist clients and contribute to the agency's success.

This team member role emphasizes sales-minded, consultative service, maintaining records, and staying compliant with industry standards while supporting clients' financial needs.

Qualifications

• License prerequisites include Series 6/63/65 or SIE.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.
• Detail-oriented with analytical abilities.

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 customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

SIE license

Series 6/63/65

Financial products knowledge

Communication skills

Customer service

Analytical skills

Ethical standards

Professionalism

Tools

Financial software tools

Job description

Adam Peterson - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assist clients and contribute to the agency's success.

This team member role emphasizes sales-minded, consultative service, maintaining records, and staying compliant with industry standards while supporting clients' financial needs.