Investment Advisor & Client Portfolio Consultant

Sonja Davidson; Villa Rica (GA); Sur place; USD 40 000 - 70 000; Plein temps

Résumé du poste

Sonja Davidson - State Farm Agent is seeking a Registered Representative to market financial services and educate customers on their options. You will apply your knowledge of securities to assist clients in choosing appropriate solutions.

This role requires strong communication, client service, and analytical skills, plus licenses (SIE or Series 6/63/65). You will maintain records, stay compliant, and support portfolio management in a busy agent office.

Qualifications

• Licenses: Series 6/63/65 or SIE preferred.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical abilities.
• Proficient with financial software and tools.
• High ethical standards and professionalism.

Responsabilités

• 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.

Connaissances

Series 6/63/65/SIE

SIE

Communication skills

Customer service

Attention to detail

Financial software

Outils

Financial software

Description du poste

ROLE DESCRIPTION:
As a Registered Representative with Sonja Davidson , you will successfully market financial services products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agent office.

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.

QUALIFICATIONS:

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.