Licensed Financial Advisor (Series 6/7) — Flexible Growth

April Roberts - State Farm Agent; The Woodlands (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

April Roberts - State Farm Agent in The Woodlands, Texas is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will utilize their financial expertise to guide customers in making informed investment choices. Strong communication and analytical skills are essential for this role.

The position also offers benefits such as a competitive salary, flexible schedule, and opportunities for advancement. Applicants must hold a Series 6 or 7 license.

Qualifications

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

Skills

Investment products knowledge

Customer service skills

Communication skills

Analytical skills

Relationship building

Education

Series 6 or 7 license and relevant certifications

Job description

April Roberts - State Farm Agent in The Woodlands, Texas is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will utilize their financial expertise to guide customers in making informed investment choices. Strong communication and analytical skills are essential for this role.

The position also offers benefits such as a competitive salary, flexible schedule, and opportunities for advancement. Applicants must hold a Series 6 or 7 license.