Investment & Financial Advisor - Flexible Schedule

Sand Ins and Fin Svcs Inc; Hickory Creek (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Parental leave

Training & development

Job summary

Matthew Sand State Farm seeks a Registered Representative to market financial products and educate customers on their options. You will apply a consultative, sales-minded approach to manage everyday risks and build client relationships.

Responsibilities include offering investments, conducting needs analyses, presenting topics, and ensuring regulatory compliance while maintaining precise records of client interactions.

Qualifications

• Licenses required: Series 6 or 7 and applicable certifications.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.

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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Sales acumen

Customer service

Analytical ability

Regulatory awareness

Communication

Education

Series 6 or 7 license

Securities licenses

Tools

Financial software

CRM systems

Job description

Matthew Sand State Farm seeks a Registered Representative to market financial products and educate customers on their options. You will apply a consultative, sales-minded approach to manage everyday risks and build client relationships.

Responsibilities include offering investments, conducting needs analyses, presenting topics, and ensuring regulatory compliance while maintaining precise records of client interactions.