Registered Representative - State Farm Agent Team Member

Jose Rosario - State Farm Agent; Orlando (FL); On-site; USD 39,000 - 62,000; Full time

Benefits offered by this job

Bonus based on performance

Training & development

Tuition assistance

Job summary

Jose Rosario State Farm in Orlando, FL, seeks a Private Client Wealth Advisor to lead our relationship-driven investment services, guiding clients through financial reviews, life needs analyses, and wealth accumulation strategies.

You will work with existing client relationships, onboarding conversations, referrals, and marketing initiatives within an established practice serving Florida and Georgia, with a focus on education, trust, and long-term partnership.

Qualifications

• Active FINRA Series 6 License (or equivalent).
• Securities Industry Essentials (SIE) must be current.
• Florida 2-15 Life, Health & Variable Annuity License (or ability to obtain).

Responsibilities

• Lead our agency's Relationship-Driven Investment Services efforts by helping clients make informed financial decisions.
• Perform Life Needs Analyses and Financial Reviews to identify client needs.
• Conduct Financial Needs Gap Analyses to map gaps and opportunities.
• Develop Wealth Accumulation Strategies and Retirement Readiness Conversations.
• Provide Investment Solutions and Life Insurance Reviews to clients.
• Collaborate with the team to nurture existing client relationships and referrals.
• Support ongoing education and mentorship to ensure client-focused service.

Skills

Relationship management

Bilingual English/Spanish

Communication skills

Client advisory mindset

Education

FINRA Series 6

SIE

Florida 2-15 Life, Health & Variable Annuity License

Tools

Series 63

Series 65

Job description

Benefits:

• Bonus based on performance
• Training & development
• Tuition assistance

Private Client Wealth Advisor or Registered Representative

Existing Client Relationships | Bilingual (English & Spanish Preferred) | Orlando, Florida

We're building an exceptional Relationship-Driven Investment Services practice within State Farm- and we're looking for the right person to build it with us.

Relationships Before Transactions. Always.

At Jose Rosario State Farm, we believe the best financial professionals should spend their careers serving clients—not constantly searching for them.

We've built a collaborative, relationship-driven environment where trusted relationships, Financial Reviews, teamwork, and consistent follow-up create meaningful opportunities.

This is not an insurance sales position disguised as an investment role.

It's an opportunity to become a trusted advisor within an established practice that already serves thousands of individuals, families, and business owners throughout Florida and Georgia.

Why This Opportunity Is Different

Instead of building a business from scratch, you'll help strengthen relationships that already exist.

You'll have opportunities generated through:

• Existing client relationships
• New customer onboarding conversations
• Financial Reviews
• Referrals from our insurance team
• Marketing initiatives
• Administrative support

Our goal is simple:

Help you spend more time helping people and less time searching for them.

Your Role

As our Private Client Wealth Advisor, you'll lead our agency's Relationship-Driven Investment Services efforts by helping clients make informed financial decisions through:

• Financial Reviews
• Life Needs Analyses
• Financial Needs Gap Analyses
• Wealth Accumulation Strategies
• Retirement Readiness Conversations
• Investment Solutions
• Life Insurance Reviews

Your mission is to build trusted relationships that help clients make confident financial decisions throughout every stage of life.

Who We're Looking For

We're looking for someone who:

• Enjoys building relationships more than chasing sales.
• Believes trust is earned through consistent follow-up.
• Enjoys educating clients before making recommendations.
• Wants to become an integral part of a collaborative team.
• Is looking for a long-term career rather than building an independent practice.
• Wants to help build something meaningful alongside an experienced mentor.

If your dream isn't to own your own practice - but to become the trusted right hand of an established financial professional, we'd love to meet you.

Qualifications

Required

• Active FINRA Series 6 License (or equivalent)
• Securities Industry Essentials (SIE)
• Florida 2-15 Life, Health & Variable Annuity License (or ability to obtain)

Preferred

• Series 63
• Series 65
• Experience in financial services, investment services, banking, or relationship management
• Strong relationship-building and communication skills
• Fluent in English and Spanish

Compensation

• Competitive base salary starting at $38,698 - $62,377 (Based on Licenses and Experience)
• Relationship Growth Incentive Plan
• Performance incentives
• Potential first-year earnings of $60,000-$80,000
• Potential Income $100,000+

Benefits

• Paid Time Off
• Paid Holidays
• Licensing & Continuing Education Support
• Professional Development & Mentorship
• Marketing Support
• Administrative Support
• Existing Client Relationships
• Modern Technology
• Long-Term Career Growth

Why Work With Jose Rosario?

Jose Rosario, MSFP, MBA, ChFC, CLU, CPCU, WMCP, RICP has dedicated his career to helping individuals, families, and business owners make informed financial decisions through education, integrity, and trusted relationships.

He holds a Master of Science in Financial Planning from the University of Georgia, an MBA, a Finance degree, and multiple nationally recognized professional designations. He also serves on the University of Georgia Master of Science in Financial Planning Alumni Board.

Rather than hiring someone to simply produce sales, Jose is looking for a long-term partner to help build an exceptional Relationship-Driven Investment Services practice.

You'll work alongside an experienced mentor, supported by a collaborative team that's committed to your professional success.

Prefer a Confidential Conversation?

Many of the best financial professionals aren't actively looking for a new opportunity—they're simply open to the right one.

If you're currently employed and would prefer a confidential conversation before applying, I would be happy to speak with you personally.

Office:

407-704-6655

Email:

[e-mail]

Your inquiry will be handled with complete professionalism and confidentiality.

Ready to Build Something Meaningful?

This is more than a job.

It's an opportunity to help build an exceptional Relationship-Driven Investment Services practice where Relationships Before Transactions. Always.