Investment Advisor - Registered Rep
State Farm Mutual Automobile Insurance Company
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Ryan Walker - State Farm Agent is seeking a Registered Representative to market financial products and manage client investments in Bend, OR. The role emphasizes a sales-minded, consultative approach and strong ethical standards, with opportunities for advancement and comprehensive benefits.
You will analyze client needs, recommend options, and support ongoing portfolio management. The position offers a competitive salary range, 401(k) plans, health and vision insurance, paid time off, and
Qualifications
- Series 6 or 7 license and other relevant certifications.
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- 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.
- Maintain accurate records of transactions and customer interactions.
- Ensure compliance with industry regulations and standards.
Skills
Tools
Job description
Ryan Walker - State Farm Agent is seeking a Registered Representative to market financial products and manage client investments in Bend, OR. The role emphasizes a sales-minded, consultative approach and strong ethical standards, with opportunities for advancement and comprehensive benefits.
You will analyze client needs, recommend options, and support ongoing portfolio management. The position offers a competitive salary range, 401(k) plans, health and vision insurance, paid time off, and
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
