Investment & Insurance Advisor

Matthew Scott - State Farm Agent; Cartersville (GA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Job summary

Matthew Scott - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support clients with portfolio management. You will apply analytical insights and stay current on market trends in a consultative sale approach.

The role emphasizes compliant advisory practices, strong customer relationships, and ongoing education of clients on financial choices to manage risks.

Qualifications

• Series 6, 63, & 65 and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers 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

Series 63

Series 65

Investment knowledge

Communication

Customer service

Relationship building

Detail orientation

Financial software

Professionalism

Tools

Financial software

Job description

Matthew Scott - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support clients with portfolio management. You will apply analytical insights and stay current on market trends in a consultative sale approach.

The role emphasizes compliant advisory practices, strong customer relationships, and ongoing education of clients on financial choices to manage risks.