Financial Services Registered Rep | Flexible Schedule

Kristin Staropoli - State Farm Agent; Tigard (OR); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kristin Staropoli - State Farm Agent in Tigard, Oregon seeks a Registered Representative to market financial products and educate customers on their options. You will support the agency with analytical insights and a consultative sales approach.

The role requires Series 6/63/65 or 7 and SIE licenses, plus strong communication and client service skills. Enjoy a competitive salary, flexible schedule, and advancement opportunities.

Qualifications

• Series 6/63/65 or 7 and SIE license required.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• 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 customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Strong communication

Customer service

Analytical skills

Job description

Kristin Staropoli - State Farm Agent in Tigard, Oregon seeks a Registered Representative to market financial products and educate customers on their options. You will support the agency with analytical insights and a consultative sales approach.

The role requires Series 6/63/65 or 7 and SIE licenses, plus strong communication and client service skills. Enjoy a competitive salary, flexible schedule, and advancement opportunities.