Investment & Portfolio Advisor

Ashleigh Fallo Ins Agency Inc; D'Iberville (MS); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Signing bonus

Training & development

Vision insurance

Wellness resources

Job summary

Ashleigh Fallo Insurance Agency in Mississippi is seeking a registered representative to market financial services, educate customers on their options, and support office growth. You will provide investment guidance, analyze needs, and help manage client portfolios while complying with regulatory standards.

Strong communication, analytical skills, and ethical professionalism are essential, with opportunities for advancement and a competitive benefits package including health insurance and

Qualifications

• Licenses: SIE, Series 6/63/65 or equivalents preferred.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.

Responsibilities

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Analytical skills

Detail-oriented

Financial knowledge

Financial software

Education

SIE license

Series 6/63/65 licenses

Certifications

Tools

Financial software tools

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Signing bonus
• Training & development
• Vision insurance
• Wellness resources

ROLE DESCRIPTION:
As a registered representative with Ashleigh Fallo Insurance Agency you will successfully market financial services products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agent office.

RESPONSIBILITIES:

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS:

• Series 6/63/65 or SIE licenses preferred
• SIE, 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.