In-Office Financial Advisor: Build Wealth & Clients

Kaitlin Ponce - State Farm Agent; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary plus uncapped commissions

Access to existing State Farm customer

Wealth Academy Training

Investment options through American/Bl

Job summary

Kaitlin Ponce's State Farm Agency in Atlanta, GA is seeking a Securities Licensed Sales Team Member to provide comprehensive financial advice and planning to clients. This in-office role emphasizes building relationships, working with an established client base, and leveraging a base salary with uncapped commission.

Candidates should hold the Series 6, 63, and 65 licenses, have 2+ years in financial services, and preferably a Bachelor's degree.

Qualifications

• Hold Series 6, 63, and 65 licenses.
• 2+ years of financial services experience.
• Bachelor’s degree preferred.

Responsibilities

• Provide comprehensive financial advice and planning to clients.
• Build lasting relationships through proactive communication and trust.
• Partner with an experienced career agent to grow your business.
• Demonstrate sound judgment, market knowledge, and client-first integrity.

Skills

Licenses 6/63/65

Financial services experience

Education

Bachelor's degree

Job description

Kaitlin Ponce's State Farm Agency in Atlanta, GA is seeking a Securities Licensed Sales Team Member to provide comprehensive financial advice and planning to clients. This in-office role emphasizes building relationships, working with an established client base, and leveraging a base salary with uncapped commission.

Candidates should hold the Series 6, 63, and 65 licenses, have 2+ years in financial services, and preferably a Bachelor's degree.