Registered Representative - State Farm Agent Team Member

Lopezoffice; Winter Park (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Performance-based bonus

Health insurance

Opportunity for advancement

Paid time off

Job summary

A financial advisory agency in Winter Park, FL, is seeking a Registered Representative to provide financial planning and advice to clients. The ideal candidate will hold relevant securities licenses and have a minimum of 2 years' experience in the financial advisory sector. You will work closely with a mentor, develop client relationships and comply with financial regulations while enjoying a base salary alongside additional performance bonuses and benefits.

Qualifications

• Active securities licenses (SIE Exam, Series 6 and/or 65, or 63 licenses).
• Minimum of 2 years in a Financial Advisor role or equivalent experience.

Responsibilities

• Offer comprehensive financial planning to existing clients.
• Partner with a career agent to develop a business plan.
• Maintain and enhance relationships through active communication.
• Demonstrate integrity and educate clients on investment technology.

Skills

Financial planning

Client relationship management

Regulatory compliance

Client acquisition

Business judgment

Education

Bachelor's degree

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Winter Park - FL

• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

We are not just offering a job but a meaningful career! Come join our passionate team!

Position Overview

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner and mentor with a career agent in developing a business plan and delivering against a client service model.
• Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and ensuring key information and documentation remains current.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
• Understand and ensure business adherence with financial industry regulatory policies.

Required Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Compensation $45,000.00 - $65,000.00 per year

Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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