Investment Advisor & Portfolio Consultant

Lori Harrison - State Farm Agent; Gladwin Township (MI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Advancement

Paid time off

Training development

Performance bonus

Competitive salary

Flexible schedule

Job summary

Lori Harrison - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. The role emphasizes a consultative approach, risk management, and ongoing client support.

Ideal candidates will have Series 6/7 licenses and strong knowledge of investments, with a focus on ethics and professional conduct within a client-centric agency.

Qualifications

• Licensed Series 6 or 7 and related certifications.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.
• Ability to build and sustain client relationships.
• Detail-oriented with analytical skills.
• Proficient 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 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 customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Relationship building

Analytical skills

Detail-oriented

Education

Series 6/7 license

Tools

Financial software

Job description

Lori Harrison - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. The role emphasizes a consultative approach, risk management, and ongoing client support.

Ideal candidates will have Series 6/7 licenses and strong knowledge of investments, with a focus on ethics and professional conduct within a client-centric agency.