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Wealth Management Advisor

2 months ago

Bemidji, Minnesota, United States State Farm Full time

Licensed Financial Services Professional

Location: Bemidji, MN

In Office: Qualified candidates should plan to spend time working in the office with clients as part of our work environment.

Job Overview

At Sara Labraaten State Farm Agency, we are not just offering a position but a fulfilling career. If you are a driven, securities licensed financial advisor with expertise in financial products and services, and you enjoy client interaction without the pressure of constant cold calling, we would like to connect with you. Our unique model provides a stable base salary, an established client base, comprehensive training through our Wealth Academy, and access to premier products from renowned firms.

Key Responsibilities

  • Deliver comprehensive financial planning and advisory services to existing State Farm clients.
  • Collaborate with a seasoned career agent to develop a strategic business plan and execute a client service model.
  • Enhance relationships with clients through proactive communication, addressing inquiries, and ensuring all documentation is up-to-date.
  • Exhibit a profound understanding of financial markets and demonstrate sound business judgment.
  • Uphold the highest standards of integrity, prioritizing client interests at all times.
  • Passionately educate clients on available technologies and channels to effectively manage their investments.
  • Provide a holistic assessment of clients' financial needs, extending beyond mere investment advice.
  • Ensure compliance with agency and financial industry regulations.

Required Qualifications

  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
  • A minimum of 2 years of experience in a Financial Advisor role or equivalent financial services experience.
  • Proven track record in client acquisition and maintaining strong client relationships.

Benefits Include:

  • Medical, Dental, and Vision coverage
  • Savings Incentive Match Plan for Employees (SIMPLE Plan)
  • Accrued Paid Time Off (PTO) and Paid Holidays
  • Group Life Insurance

Compensation

$48k-$60k base salary plus commission.

Join Our Team

This position is with a State Farm independent contractor agent. Employees of State Farm agents must successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

We are committed to hiring the best talent to serve our clients, making us a leader in the insurance and financial services sector. We value diversity and inclusion, fostering a workforce that is engaged and builds on the strengths of all associates.

We provide competitive benefits and compensation with opportunities for annual financial awards based on individual and company performance. Our employees can participate in community volunteer events and benefit from a culture of continuous learning. We also offer programs for tuition reimbursement, professional designations, employee development, wellness initiatives, and more.

We are an equal opportunity employer, committed to hiring, retaining, promoting, and compensating individuals based solely on qualifications and the needs of our business. We do not tolerate discrimination of any kind and respect the individuality and dignity of all employees and clients.