Investment & Financial Advisory Rep — Full-Time

Basalt, CO; Basalt (CO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k)

401(k) matching

Paid time off

Job summary

Andrea Gurule - State Farm Agent is seeking a Registered Representative to market financial products and advise customers on risk management and investment options. The role emphasizes a sales-minded, consultative approach with strong analytical skills and competence in financial software.

Based in Basalt, CO, the position is full-time and offers a suite of benefits including health, vision, and retirement plans.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customer relationships.
• 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/7 license

Investment products knowledge

Communication skills

Customer relationships

Analytical skills

Financial software proficiency

Professional ethics

Tools

Financial software suites

Job description

Andrea Gurule - State Farm Agent is seeking a Registered Representative to market financial products and advise customers on risk management and investment options. The role emphasizes a sales-minded, consultative approach with strong analytical skills and competence in financial software.

Based in Basalt, CO, the position is full-time and offers a suite of benefits including health, vision, and retirement plans.