Investment Advisor - Registered Representative

Andrew Peschong - State Farm Agent; Clive (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Training & development

Competitive salary

Job summary

Andrew Peschong - State Farm Agent seeks a Registered Representative to market financial services and educate customers on their options. The role emphasizes analytical precision, sales-minded consultative approaches, and building trusted client relationships.

The position supports customers with investment products, ongoing portfolio management, and staying current with market and regulatory changes. A strong ethical foundation and proficiency with financial software are expected.

Qualifications

• Familiarity with securities licenses such as Series 6/63/65 or SIE is preferred.
• SIE, Series 6/63/65 and related certifications are advantageous.
• Strong knowledge of investment products and financial markets.

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.

Skills

Communication

Customer service

Analytical skills

Detail-oriented

Investment products

Tools

Financial software

Job description

Andrew Peschong - State Farm Agent seeks a Registered Representative to market financial services and educate customers on their options. The role emphasizes analytical precision, sales-minded consultative approaches, and building trusted client relationships.

The position supports customers with investment products, ongoing portfolio management, and staying current with market and regulatory changes. A strong ethical foundation and proficiency with financial software are expected.