Registered Representative - State Farm Agent Team Member

Zach Piotrowski - State Farm Agent; Albion Township (MI); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Opportunity for advancement

Paid time off

Job summary

Zach Piotrowski - State Farm Agent in Albion Township, MI seeks a Registered Representative to market financial products, educate customers on options, and deliver consultative service with integrity.

You will analyze client needs, offer investment solutions, manage portfolios, stay current on market trends and regulations, and maintain accurate records while ensuring compliance and high ethical standards.

Qualifications

• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment products

Securities knowledge

Customer service

Analytical skills

Regulatory awareness

Portfolio management

Communication

Detail-oriented

Ethical standards

Tools

Financial software

Job description

Benefits

• 401(k)
• 401(k) matching
• Opportunity for advancement
• Paid time off

Role Description

As a Registered Representative - State Farm Agent Team Member with Zach Piotrowski - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Qualifications

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.