Investment Advisor (Series 6/7) – Client Focus

Landon Ball - State Farm Agent; Fayette (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Signing bonus

Vision insurance

Job summary

Landon Ball - State Farm Agent in Fayette, Missouri, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. This role requires expertise in investment products and strong communication skills.

The ideal candidate will provide ongoing support, conduct financial analyses, and ensure compliance with regulations while helping customers make informed decisions about their financial options.

Qualifications

• Series 6 or 7 license and other relevant certifications are required.
• Strong understanding of investment products and financial markets is essential.
• Excellent communication and customer service skills needed.

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.

Skills

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Knowledge of investment products

Education

Series 6 or 7 license

Other relevant certifications

Tools

Financial software

Job description

Landon Ball - State Farm Agent in Fayette, Missouri, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. This role requires expertise in investment products and strong communication skills.

The ideal candidate will provide ongoing support, conduct financial analyses, and ensure compliance with regulations while helping customers make informed decisions about their financial options.