Licensed Financial Advisor — Portfolio Growth & Needs Analysis

Chadbabcock; Excelsior (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local financial services agency in Excelsior, Minnesota, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide consulting services to educate customers. You'll conduct financial analyses, manage client portfolios, and ensure compliance with industry regulations. Ideal candidates have relevant licenses and a strong understanding of financial markets. This position offers competitive benefits and opportunities for professional growth.

Qualifications

• Essential to have licenses Series 6/63/65 or 7 for this position.
• Must possess strong knowledge of investment products.
• Excellent communication skills are crucial for customer interaction.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

High ethical standards and professionalism

Education

Series 6/63/65 or 7 license and other relevant certifications

Job description

A local financial services agency in Excelsior, Minnesota, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide consulting services to educate customers. You'll conduct financial analyses, manage client portfolios, and ensure compliance with industry regulations. Ideal candidates have relevant licenses and a strong understanding of financial markets. This position offers competitive benefits and opportunities for professional growth.