Financial Services Registered Rep | Growth & Advisory

Jake Ottoson; Chamblee (GA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Signing bonus

401(k)

401(k) matching

Competitive salary

Job summary

Jake Ottoson, State Farm Agent, seeks a Registered Representative to market financial services and educate customers on their options. You will apply your knowledge to assess needs, propose suitable investments, and support clients through portfolio management.

A consultative, sales-minded approach is valued for growth of the agent office. You will stay informed about market trends and regulatory changes while maintaining accurate transaction records and ensuring compliance with industry

Qualifications

• Licenses such as Series 6/63/65 or SIE are preferred.
• Certifications in financial services are a bonus.
• Solid understanding of investment products and markets.

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

Investment knowledge

Communication skills

Customer service

Analytical thinking

Financial software

Ethical standards

Education

Series 6/63/65 or SIE licenses

Certifications in financial services

Tools

Financial software tools

Job description

Jake Ottoson, State Farm Agent, seeks a Registered Representative to market financial services and educate customers on their options. You will apply your knowledge to assess needs, propose suitable investments, and support clients through portfolio management.

A consultative, sales-minded approach is valued for growth of the agent office. You will stay informed about market trends and regulatory changes while maintaining accurate transaction records and ensuring compliance with industry