Registered Financial Advisor – Flexible Schedule & Growth

Trentlewis; Lawrenceville (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Trentlewis is seeking a Registered Representative - State Farm Agent Team Member to join our team in Lawrenceville, Georgia. In this role, you will effectively market financial products, guiding customers through their financial options with a consultative approach.

Ideal candidates possess relevant licenses, have strong analytical skills, and are detail-oriented. We emphasize a collaborative culture, promoting work-life balance and growth opportunities with comprehensive benefits.

Qualifications

• Strong knowledge of investment products and financial markets.
• High ethical standards and professionalism.

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

Skills

Communication skills

Customer service

Analytical skills

Detail-oriented

Relationship building

Education

Series 6, 63, 65 or 7 license

Relevant certifications

Job description

Trentlewis is seeking a Registered Representative - State Farm Agent Team Member to join our team in Lawrenceville, Georgia. In this role, you will effectively market financial products, guiding customers through their financial options with a consultative approach.

Ideal candidates possess relevant licenses, have strong analytical skills, and are detail-oriented. We emphasize a collaborative culture, promoting work-life balance and growth opportunities with comprehensive benefits.