Registered Financial Advisor & Portfolio Specialist

State Farm Agent; Champlin (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k)

Job summary

Tony Hoaglund – State Farm Agent in Champlin, MN seeks a Registered Representative Team Member to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to risk management and financial planning, while maintaining regulatory compliance and accurate records.

The role emphasizes customer service, portfolio support, and ongoing market analysis, with training and compensation aligned to performance.

Qualifications

• Licenses such as Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65 and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Securities licensing

Certifications

Investment products knowledge

Communication skills

Customer service

Attention to detail

Financial software

Ethical standards

Tools

Financial software tools

Job description

Tony Hoaglund – State Farm Agent in Champlin, MN seeks a Registered Representative Team Member to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to risk management and financial planning, while maintaining regulatory compliance and accurate records.

The role emphasizes customer service, portfolio support, and ongoing market analysis, with training and compensation aligned to performance.