Registered Financial Services Advisor

Bart Blessing - State Farm Agent; Ocala (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

Wellness resources

401(k)

Competitive salary

Dental insurance

Job summary

Bart Blessing - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options, blending sales with consultative guidance. You will analyze needs, present investment strategies, manage client portfolios, and stay current with market trends and regulations.

This role emphasizes accuracy, ethics, and strong customer relationships. Join a team focused on helping clients protect their financial futures through disciplined planning and

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers 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.
• 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

Communication skills

Customer service

Customer relationships

Attention to detail

Analytical skills

Financial software

Ethics and professionalism

Education

Series 6/7 license

Job description

Bart Blessing - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options, blending sales with consultative guidance. You will analyze needs, present investment strategies, manage client portfolios, and stay current with market trends and regulations.

This role emphasizes accuracy, ethics, and strong customer relationships. Join a team focused on helping clients protect their financial futures through disciplined planning and