Securities Licensed Financial Advisor — Grow Your Client Book

State Farm Agent

Indiana (PA)

On-site

USD 48,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Base salary plus uncapped commission
Existing book of clients
Wealth Academy Training and mentorship
Investment options through American &s
401(k) matching

Job summary

Kaitlin Ponce's State Farm Agency is seeking a Securities Licensed Sales Team Member to join a driven team in the Atlanta, GA area. You will provide comprehensive financial advice and planning to clients, leveraging an existing book of clients and world-class investment products to help people achieve financial confidence.

The role offers a base salary plus uncapped commission, strong mentorship through Wealth Academy, and opportunities for advancement.

Qualifications

  • 6, 63, and 65 Licenses are required or preferred.
  • 2+ years of financial services experience.
  • Proven relationship-building and advisory skills.
  • Bachelor's degree preferred.

Responsibilities

  • Provide comprehensive financial advice and planning to clients.
  • Build lasting relationships through proactive communication and trust.
  • Partner with an experienced career agent to grow your business.
  • Demonstrate sound judgment, market knowledge, and client-first integrity.

Skills

Relationship-building
Advisory skills
Communication

Education

Bachelor's degree

Tools

Licenses 6
Licenses 63
Licenses 65

Job description

Kaitlin Ponce's State Farm Agency is seeking a Securities Licensed Sales Team Member to join a driven team in the Atlanta, GA area. You will provide comprehensive financial advice and planning to clients, leveraging an existing book of clients and world-class investment products to help people achieve financial confidence.

The role offers a base salary plus uncapped commission, strong mentorship through Wealth Academy, and opportunities for advancement.

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