Licensed Financial Advisor - Client Solutions & Growth

Mydowntownagency; Georgia; Híbrido; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Vision insurance

Dental insurance

Competitive salary

Descripción de la vacante

Mydowntownagency in Jackson, GA is seeking a Registered Representative to join a State Farm Agent Team. Build client relationships and provide investment, retirement, and financial planning guidance tailored to goals, while expanding business and maintaining regulatory compliance.

As part of a growth‑oriented office, you will educate customers on financial options, develop leads, schedule appointments, and deliver trusted advice with a consultative, sales‑minded approach.

Formación

• Bachelor's degree in finance, economics, accounting, or related field preferred.
• Fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.

Responsabilidades

• Educate clients on investment options based on customer needs.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Build client relationships and provide investment, retirement, and financial planning solutions tailored to goals.
• Meet regulatory and compliance requirements.

Conocimientos

Proficiency in Microsoft Office

Strong mathematical skills

Analytical skills

Communication skills

Educación

Bachelor's degree in finance/economics/accounting or related field

Herramientas

Microsoft Office

Descripción del empleo

Mydowntownagency in Jackson, GA is seeking a Registered Representative to join a State Farm Agent Team. Build client relationships and provide investment, retirement, and financial planning guidance tailored to goals, while expanding business and maintaining regulatory compliance.

As part of a growth‑oriented office, you will educate customers on financial options, develop leads, schedule appointments, and deliver trusted advice with a consultative, sales‑minded approach.