Financial Services Registered Rep - Investment Advisory
Brent Holtz - State Farm Agent
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Brent Holtz - State Farm Agent is seeking a Registered Representative to market financial products, analyze client needs, and provide consultative sales and ongoing support. You will educate customers on options, manage portfolios, and stay current with market trends while maintaining high ethical standards.
Responsibilities include conducting needs analyses, presenting investment topics, and ensuring regulatory compliance as part of a sales-focused, growth-oriented agency team.
Qualifications
- Series 6 or 7 license and other relevant certifications.
- 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.
- 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 customers interactions.
- Ensure compliance with industry regulations and standards.
Skills
Education
Tools
Job description
Brent Holtz - State Farm Agent is seeking a Registered Representative to market financial products, analyze client needs, and provide consultative sales and ongoing support. You will educate customers on options, manage portfolios, and stay current with market trends while maintaining high ethical standards.
Responsibilities include conducting needs analyses, presenting investment topics, and ensuring regulatory compliance as part of a sales-focused, growth-oriented agency team.
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