Remote Financial Advisor – Investments & Planning

Sfagenthenry; Summerville (SC); Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Bonus based on performance

Paid time off

Training & development

Flexible schedule

Job summary

Henry Gordon - State Farm Agent is seeking a Registered Representative to join a fully remote US team. You will market financial products, perform needs analyses, and guide customers through investment options from a consultative, compliant framework.

The role emphasizes strong knowledge of investment products, licenses (SIE or Series 6/63/65), and exceptional communication with clients. A remote, full-time opportunity with performance-based bonuses and ongoing development is offered.

Qualifications

• 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.

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.
• Conduct life needs analysis with customers to supplement their investment portfolio

Skills

Licenses (SIE)

Series 6/63/65

Investment knowledge

Communication

Customer service

Relationship building

Detail-oriented

Job description

Henry Gordon - State Farm Agent is seeking a Registered Representative to join a fully remote US team. You will market financial products, perform needs analyses, and guide customers through investment options from a consultative, compliant framework.

The role emphasizes strong knowledge of investment products, licenses (SIE or Series 6/63/65), and exceptional communication with clients. A remote, full-time opportunity with performance-based bonuses and ongoing development is offered.