Investment & Financial Services Advisor - Tuition Support

Joseorosario; Orlando (FL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Bonus based on performance

Tuition assistance

Job summary

A financial services agency in Orlando is seeking a Registered Representative - State Farm Agent Team Member to market financial products and provide investment options to customers. The ideal candidate will possess strong analytical skills, relevant licenses, and excellent communication abilities. This full-time role offers a competitive salary, with opportunities for bonuses and tuition assistance.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Relationship building

Education

Series 6 or 7 license

Life & Health License

Tools

Financial software

Job description

A financial services agency in Orlando is seeking a Registered Representative - State Farm Agent Team Member to market financial products and provide investment options to customers. The ideal candidate will possess strong analytical skills, relevant licenses, and excellent communication abilities. This full-time role offers a competitive salary, with opportunities for bonuses and tuition assistance.