Investment Solutions Advisor

Insuredbyscott; Gardendale (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading insurance agency in Gardendale seeks a Registered Representative to market financial products and provide investment options. This full-time role involves managing customer portfolios and requires strong knowledge of investment products. Candidates should have a Series 6 or 7 license, excellent customer service skills, and the ability to build relationships. The position offers competitive compensation between $60,000 and $90,000 annually, alongside a range of benefits including bonuses, flexible schedules, and health insurance.

Qualifications

• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Detail-oriented with strong analytical skills.

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.

Skills

Communication and customer service skills

Strong knowledge of investment products and financial markets

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Proficiency with financial software and tools

High ethical standards and professionalism

Education

Series 6 or 7 license and other relevant certifications

Job description

A leading insurance agency in Gardendale seeks a Registered Representative to market financial products and provide investment options. This full-time role involves managing customer portfolios and requires strong knowledge of investment products. Candidates should have a Series 6 or 7 license, excellent customer service skills, and the ability to build relationships. The position offers competitive compensation between $60,000 and $90,000 annually, alongside a range of benefits including bonuses, flexible schedules, and health insurance.