Financial Services Registered Rep (Investment & Insurance)

James Bild - State Farm Insurance Agent; Franklin (WI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

James Bild - State Farm Agent is seeking a Registered Representative to join the team as a State Farm Agent Team Member in Franklin, WI. The role focuses on marketing financial products, educating customers on options, and delivering consultative financial advice.

Responsibilities include investment option recommendations, needs analysis, portfolio management, and compliance with industry standards. A professional, analytical mindset and strong ethics are essential to succeed in this role.

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

Series 6/7 license

Investment products knowledge

Communication skills

Customer service

Relationship building

Analytical skills

Financial software tools

Ethical standards

Tools

Financial software tools

Job description

James Bild - State Farm Agent is seeking a Registered Representative to join the team as a State Farm Agent Team Member in Franklin, WI. The role focuses on marketing financial products, educating customers on options, and delivering consultative financial advice.

Responsibilities include investment option recommendations, needs analysis, portfolio management, and compliance with industry standards. A professional, analytical mindset and strong ethics are essential to succeed in this role.