Financial Advisor

1 month ago

Jackson, United States State Farm Full time

Securities Licensed Sales Team Member

(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)


  • Permanent base salary with production bonuses and trails
  • Large existing lead book of customer households
  • Wealth Academy Training
  • World class products that include American Funds and BlackRock funds
  • Guidance and mentoring from a successful career agent
  • Medical, Dental and Vision
  • Health Savings Account (HSA)
  • 401(k) match Savings Plan
  • Accrued Paid Time Off (PTO) and Paid Holidays
  • Group Life Insurance


Location: Jackson, GA

In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.


Job Description

Overview

We are not just offering a job but a meaningful career Come join our passionate team

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At­­ Tim Broyles Insurance and Financial Services Inc., we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

  1. Offer comprehensive financial planning and advice to existing State Farm customer households.
  2. Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
  3. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
  4. Demonstrate a deep understanding of financial markets and sound business judgement.
  5. Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
  6. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
  7. Provide a holistic view of clients’ needs and financial coaching beyond investments.
  8. Understand and ensure business adherence with Tim Broyles Insurance and Financial Services Inc., and financial industry regulatory policies.

Required Qualifications

  1. Bachelor's degree preferred.
  2. Active Securities Industry Essentials (SIE) Exam, Series 6 and 63 and/or Series 65 or ChFC licenses.
  3. Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
  4. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**


Competitive Benefits, Including:

  1. Accrued Paid Time Off (PTO)
  2. 401(k) match Savings Plan, Medical, Dental and Vision
  3. Health Savings Account (HSA), and Life Insurance


Compensation

$50k - $60k base salary + commission


Join Tim Broyles Insurance and Financial Services Inc.,

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to 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 hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.

We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with professional designations, employee development, wellness initiatives, and more

Registered agent team members and non-registered agent team members can participate in securities related business in a remote work situation, including a permanent remote work situation. The agent is responsible for disclosing the remote agent team member, registered or non-registered to their sales Administration Specialists/Securities Principal (SAS/SP). The agent is responsible for supervising their day-to-day activities and ensuring the remote agent team member does not meet with customers in their remote working location.

An equal opportunity employer

We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business.

In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve.

We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

  • Financial Advisor

    2 months ago

    jackson, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Solutions Advisor

    4 weeks ago

    Jackson, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are looking for a Financial Solutions Advisor to join our...

  • Senior Financial Advisor

    4 weeks ago

    Jackson, Mississippi, United States Fiorito Wealth Management Full time

    About the RoleAs a Financial Advisor at Fiorito Wealth Management, you will play a key role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your responsibilities will include building long-term relationships with clients, understanding their unique needs, and providing...

  • Financial Professional

    4 weeks ago

    Jackson, Tennessee, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Johnson City area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors in the higher education market.Key Responsibilities:Prospect, schedule, and conduct one-on-one...

  • Associate Financial Aid Advisor

    1 week ago

    Jackson, United States Strategic Education Inc. Full time

    The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key...

  • Chief Financial Officer

    5 months ago

    Jackson, United States ExecHQ Full time

    Company OverviewExecHQ® is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities.  Our clients range in size from...

  • Financial Services Representative

    4 weeks ago

    Jackson, Georgia, United States State Farm Full time

    Job Title: Financial AdvisorAre you a motivated and ambitious financial professional looking for a new challenge? Do you have a passion for helping clients achieve their financial goals? We are seeking a skilled Financial Advisor to join our team at Tim Broyles Insurance and Financial Services Inc.Job Summary:We are a State Farm independent contractor agent,...

  • Financial Aid Advisor

    3 weeks ago

    Jackson, Ohio, United States Tennessee Board of Regents Full time

    Job SummaryAs a Financial Aid Specialist at the Tennessee Board of Regents, you will play a vital role in assisting students with the financial aid process. Your primary responsibility will be to process documents, manage workflows, and provide exceptional customer service to students and colleagues.Key ResponsibilitiesCommunication and Documentation: Manage...

  • Executive Financial Strategist

    3 weeks ago

    Jackson, Mississippi, United States ExecHQ Full time

    At ExecHQ, we are seeking a seasoned Chief Financial Officer (CFO) Advisor to join our team of C-Suite executives. As a key member of our advisory firm, you will work closely with our principals to provide expert solutions to clients across the globe.The ideal candidate will have a strong background in finance, with a minimum of five years of experience as a...

  • Client Service Consultant

    2 weeks ago

    Jackson, Mississippi, United States Raymond James Full time

    About the Role:Raymond James is seeking a skilled Client Service Associate to provide high-quality administrative support to Financial Advisors, their clients, and other branch staff members. This role involves providing essential services, managing client relationships, and ensuring excellent customer service in a fast-paced environment.Key...

  • Client Service Associate

    6 days ago

    jackson, United States Raymond James Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Client Service Associate

    6 days ago

    jackson, United States Raymond James Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Client Service Associate

    4 weeks ago

    Jackson, United States Raymond James Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Associate Wealth Management Advisor

    22 hours ago

    jackson, United States Northwestern Mutual Full time

    Support·        Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork·        Maintaining financial representative’s calendar, scheduling and attending follow-up appointments·        Responding to home office account...

  • Associate Wealth Management Advisor

    17 hours ago

    jackson, United States Northwestern Mutual Full time

    Support·        Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork·        Maintaining financial representative’s calendar, scheduling and attending follow-up appointments·        Responding to home office account...

  • Associate Wealth Management Advisor

    1 day ago

    Jackson, United States Northwestern Mutual Full time

    Support·        Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork·        Maintaining financial representative’s calendar, scheduling and attending follow-up appointments·        Responding to home office account...

  • Senior Small Business Banking Consultant

    3 weeks ago

    Jackson, Mississippi, United States Flagstar Bank Full time

    Job SummaryA Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients in the Consumer Bank. This involves a team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact.Key ResponsibilitiesManage and grow Small Business client relationships,...

  • Cardiology Physician Coverage Opportunity

    4 weeks ago

    Jackson, Mississippi, United States LocumJobsOnline Full time

    About the PositionA hospital in Mississippi is seeking a qualified Interventional Cardiologist to provide coverage. The facility requires a physician to perform onsite rounding and consults, with a high volume of cases. The service covers adult, geriatric, OB/GYN, and pediatric patients.The ideal candidate will have a strong background in cardiology and...

  • Investment Executive

    4 weeks ago

    Jackson, Michigan, United States Fifth Third Full time

    Job Title: Investment ExecutiveAbout the Role:We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As an Investment Executive, you will be responsible for providing exceptional client service and driving sales growth through the development and implementation of customized investment strategies.Key...

  • Branch Office Administrator

    4 weeks ago

    Lake Jackson, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...