Licensed Investment Advisor & Client Portfolio Specialist

Ryan O'Shurak - State Farm Agent; Lansdale (Montgomery County); Presencial; USD 50.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Opportunity for advancement

Paid time off

Descripción de la vacante

Ryan O'Shurak - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will use analytical precision to assist clients and support agency growth in a consultative sales role within a State Farm office.

The position emphasizes knowledge of investments, ongoing customer service, and staying current with regulatory changes, with opportunities for advancement in a driven team environment.

Formación

• Series 6 license required.
• Strong knowledge of investment products.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical skills.

Responsabilidades

• 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Educación

Series 6 license

Financial certifications

Herramientas

Financial software

Descripción del empleo

Ryan O'Shurak - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will use analytical precision to assist clients and support agency growth in a consultative sales role within a State Farm office.

The position emphasizes knowledge of investments, ongoing customer service, and staying current with regulatory changes, with opportunities for advancement in a driven team environment.