Securities Licensed Financial Advisor – Base + Uncapped Commission

RealREPP; Memphis (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO

ROTH 401(k) match

Health Reimbursement Account

Life Insurance

Job summary

State Farm independent contractor agent is seeking an ambitious financial advisor to deliver comprehensive planning and wealth management services to existing client households. This role combines a permanent base salary with commission incentives, backed by Wealth Academy Training and partnerships with major fund providers.

Qualified candidates should have securities licenses (SIE/Series 66/63/65), a minimum of 2 years in financial services, and the ability to work in an office-centric

Qualifications

• Bachelor's degree preferred.
• Licensing in securities is required.
• Experience in financial services and client onboarding is expected.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner with a career agent to develop a business plan and deliver client service.
• Maintain and grow client relationships through active communication and timely requests.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs beyond investments and ensure regulatory compliance.

Skills

Client acquisition

Relationship management

Financial planning

Excellent communication

Education

SIE, Series 66, Series 63, Series 65 licenses

Job description

State Farm independent contractor agent is seeking an ambitious financial advisor to deliver comprehensive planning and wealth management services to existing client households. This role combines a permanent base salary with commission incentives, backed by Wealth Academy Training and partnerships with major fund providers.

Qualified candidates should have securities licenses (SIE/Series 66/63/65), a minimum of 2 years in financial services, and the ability to work in an office-centric