Investment Advisor & Client Solutions Specialist

Gladwininsurance; Bay City (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

Lori Harrison - State Farm Agent in Bay City, MI seeks a Registered Representative to market financial products and educate customers on their options. You will support growth through consultative sales and ongoing customer service.

The role emphasizes investment knowledge, compliance, and a strong ethical approach, with opportunities for advancement and performance-based bonuses. This is a full-time position based in Bay City, Michigan.

Qualifications

• Must hold Series 6 or 7 license or equivalent certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer 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

Investment knowledge

Customer service

Communication skills

Financial software

Tools

Financial software

Job description

Lori Harrison - State Farm Agent in Bay City, MI seeks a Registered Representative to market financial products and educate customers on their options. You will support growth through consultative sales and ongoing customer service.

The role emphasizes investment knowledge, compliance, and a strong ethical approach, with opportunities for advancement and performance-based bonuses. This is a full-time position based in Bay City, Michigan.