Licensed Investment Consultant

Patrick Buchanan - State Farm Agent; Twin Falls (ID); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Patrick Buchanan - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on investment options with a sales-focused, consultative approach.

You will analyze client needs, present investment solutions, and maintain client records while staying current with market trends and regulatory changes. This role emphasizes performance-based results and ongoing client support.

Qualifications

• Series 6 or 7 license or equivalent certification.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment knowledge

Customer service

Analytical skills

Regulatory understanding

Education

Series 6/7 license

Tools

Financial software

Job description

Patrick Buchanan - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on investment options with a sales-focused, consultative approach.

You will analyze client needs, present investment solutions, and maintain client records while staying current with market trends and regulatory changes. This role emphasizes performance-based results and ongoing client support.