Registered Representative - State Farm Agent Team Member

Chris Case - State Farm Agent; Arlington (WA); On-site; USD 60,000 - 90,000; Part time

Benefits offered by this job

401(k)

401(k) matching

Opportunities for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

Chris Case State Farm is hiring a Part Time Registered Representative in Arlington to market financial services and educate customers on their options. You will provide investment guidance, conduct financial needs analyses, manage client portfolios, and stay informed about market trends and regulatory changes to deliver compliant, high-quality service.

Benefits include 401(k) and matching, paid time off, flexible schedule, ongoing training and development, and clear opportunities for advancement

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 on 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

SIE licensing

Series 6/63/65 licensing

Customer service skills

Communication skills

Analytical skills

Tools

Financial software tools

Job description

Registered Representative - State Farm Agent Team Member

Part Time in Arlington

Benefits

• 401(k)
• 401(k) matching
• Opportunity for advancement
• Paid time off
• Competitive salary
• Flexible schedule
• Training & development

ROLE DESCRIPTION

As a Registered Representative with Chris Case State Farm, you will successfully market financial services 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 agent office.

RESPONSIBILITIES

• Provide investment options and consult on 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.

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.

Compensation $60,000.00 - $90,000.00 per year

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