Investment Solutions Specialist — Registered Rep

Brian Martin - State Farm Agent; Franklin (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Job summary

Brian Martin - State Farm Agent in Franklin, Tennessee is seeking a Registered Representative - State Farm Agent Team Member to market financial products. In this role, you will provide consultation on investment options while managing customer portfolios and ensuring compliance with industry standards.

The ideal candidate will possess a Series 6 or 7 license, strong knowledge of investment products, and exceptional analytical skills. The position offers a range of benefits, including health insurance and paid time off.

Qualifications

• Strong knowledge of investment products and financial markets.
• Must possess a Series 6 or 7 license and relevant certifications.
• 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

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Education

Series 6 or 7 license and other relevant certifications

Tools

Financial software and tools

Job description

Brian Martin - State Farm Agent in Franklin, Tennessee is seeking a Registered Representative - State Farm Agent Team Member to market financial products. In this role, you will provide consultation on investment options while managing customer portfolios and ensuring compliance with industry standards.

The ideal candidate will possess a Series 6 or 7 license, strong knowledge of investment products, and exceptional analytical skills. The position offers a range of benefits, including health insurance and paid time off.