Financial Services Registered Rep — Path to Investment Advisor

Jayismyagent; Pinson (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits and rewards that are second to none

Community engagement and growth opportunities

Job summary

A financial services firm in Pinson, Alabama is seeking a Registered Representative to market financial products and provide consultation. The ideal candidate must have relevant licenses and strong analytical and communication skills. Responsibilities include managing customer portfolios, conducting financial analyses, and staying updated on market trends. This position supports personal growth in a community-focused environment with excellent benefits.

Qualifications

• Must have already passed Series 6 or 7 and 63 or 66.
• Currently hold or able to obtain the Alabama Life and Health Insurance license.
• Currently hold or able to obtain the Alabama Property and Casualty license.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication and customer service skills

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Strong knowledge of investment products and financial markets

Proficient with financial software and tools

Education

Alabama Life and Health Insurance license

Alabama Property and Casualty license

Passed Series 6 or 7 license and 63 or 66

Job description

A financial services firm in Pinson, Alabama is seeking a Registered Representative to market financial products and provide consultation. The ideal candidate must have relevant licenses and strong analytical and communication skills. Responsibilities include managing customer portfolios, conducting financial analyses, and staying updated on market trends. This position supports personal growth in a community-focused environment with excellent benefits.