Investment Advisor & Client Portfolio Specialist
Josh Hanna - State Farm Insurance Agent
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Benefits offered by this job
Job summary
Josh Hanna - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support ongoing account management. The role emphasizes analytical precision, compliance with regulations, and a consultative, sales-minded approach; you'll conduct needs analyses, present investment options, and help clients manage portfolios.
Compensation includes base salary with bonuses and benefits such as health insurance, 401(k) matching, PTO, and a signing
Qualifications
- Knowledge of investment products and financial markets.
- Strong communication and customer service skills.
- Ability to build and maintain client relationships.
- Detail-oriented with analytical skills.
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
Josh Hanna - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support ongoing account management. The role emphasizes analytical precision, compliance with regulations, and a consultative, sales-minded approach; you'll conduct needs analyses, present investment options, and help clients manage portfolios.
Compensation includes base salary with bonuses and benefits such as health insurance, 401(k) matching, PTO, and a signing
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