Licensed Financial Services Representative

Position Overview:

Join a dedicated team where your career can flourish. We are seeking a driven and licensed financial advisor who is well-versed in financial products and services. If you enjoy working closely with clients and prefer a supportive environment over cold calling, this opportunity is for you.

Key Responsibilities:

• Provide tailored financial planning and advisory services to existing clients.
• Collaborate with a seasoned agent to create a strategic business plan and adhere to a client service framework.
• Foster and strengthen relationships through proactive communication, addressing client inquiries, and ensuring all documentation is up-to-date.
• Exhibit a comprehensive understanding of financial markets and sound decision-making.
• Uphold the highest standards of integrity and prioritize client interests at all times.
• Educate clients on available technologies and resources to effectively manage their investments.
• Deliver a holistic perspective on clients' financial needs, extending beyond mere investment advice.
• Ensure compliance with agency and industry regulations.

Qualifications:

• Possession of 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 advisory capacity or equivalent financial services background.
• Proven track record in client acquisition and relationship management.

Benefits:

• Comprehensive medical, dental, and vision coverage.
• Savings Incentive Match Plan for Employees (SIMPLE Plan).
• Accrued Paid Time Off (PTO) and recognized holidays.
• Group Life Insurance.

Compensation:

Base salary ranging from $48,000 to $60,000, plus commission opportunities.

About Us:

This role is with an independent contractor agent affiliated with State Farm. Employees of State Farm agents must successfully complete all relevant licensing and training requirements. We are committed to diversity and inclusion, ensuring a workforce that is engaged and leverages the strengths of all team members.

We offer competitive compensation and benefits, along with opportunities for professional development and community engagement. Our team members can participate in securities-related business in a remote capacity, provided they adhere to all supervisory guidelines.

Equal Opportunity Employer:

We are dedicated to hiring, promoting, and compensating individuals based solely on their qualifications and the needs of our business, without discrimination based on age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, veteran status, or genetic information.