Investment & Financial Services Advisor

Davegrant; Hiram (GA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Dave Grant - State Farm Agent seeks a Registered Representative Team Member to market financial services and educate customers on insurance and investment options. You will combine sales-minded, consultative guidance with analytical precision to support client financial goals.

In this role you will provide investment options, conduct financial needs analyses, manage client portfolios, stay current on market trends and regulatory changes, and maintain accurate records to ensure compliance with

Qualifications

• Licensing in Series 6/63/65 or SIE preferred.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Attention to detail and analytical mindset.

Responsibilities

• Market financial services products and educate customers on options.
• Provide investment options and consult on securities.
• Conduct financial needs analysis and recommend investments.
• Manage customers' portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records and ensure compliance with industry standards.

Skills

Investment products knowledge

Regulatory compliance

Communication and customer service

Detail-oriented

Analytical skills

Financial software proficiency

Sales-oriented consultative approach

Portfolio management basics

Tools

Financial software tools

Job description

Dave Grant - State Farm Agent seeks a Registered Representative Team Member to market financial services and educate customers on insurance and investment options. You will combine sales-minded, consultative guidance with analytical precision to support client financial goals.

In this role you will provide investment options, conduct financial needs analyses, manage client portfolios, stay current on market trends and regulatory changes, and maintain accurate records to ensure compliance with