Investment Advisor (Series 6/7) — Growth, PTO & Training

Streetmaninsurance; Buford (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services agency in Buford, GA, seeks a Registered Representative to market financial products and educate customers on options. Candidates should have Series 6 or 7 licenses, strong analytical, sales, and communication skills. Responsibilities include conducting financial analysis, managing client portfolios, and ensuring compliance with regulations. The role offers competitive compensation ranging from $70,000 to $90,000 annually and includes benefits like paid time off and training opportunities.

Qualifications

• Must possess Series 6 or 7 license and other certifications.
• Strong knowledge of investment products and financial markets is required.
• Effective communication and customer service skills are essential.

Responsibilities

• Provide investment options and consult securities to customers.
• Manage customer portfolios and provide ongoing support.
• Conduct financial needs analysis and recommend investment products.

Skills

Investment product knowledge

Customer service skills

Analytical skills

Communication skills

Education

Series 6 or 7 license and relevant certifications

Tools

Financial software

Job description

A financial services agency in Buford, GA, seeks a Registered Representative to market financial products and educate customers on options. Candidates should have Series 6 or 7 licenses, strong analytical, sales, and communication skills. Responsibilities include conducting financial analysis, managing client portfolios, and ensuring compliance with regulations. The role offers competitive compensation ranging from $70,000 to $90,000 annually and includes benefits like paid time off and training opportunities.