Registered Representative
Location
Alabama + 44 moreAll locations: Alabama | Alaska | Arizona | California | Colorado | Connecticut | Florida | Hawaii | Illinois | Iowa | Kansas | Kentucky | Louisiana | Maine | Montana | Nebraska | Nevada | New Hampshire | New Jersey | New Mexico | New York | North Carolina | North Dakota | Ohio | Oklahoma | Oregon | Maryland | Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee | Texas | Utah | Vermont | Virginia | Washington | West Virginia | Wisconsin | Wyoming
Posted
2 days ago
Salary
$50K - $75K / year
Seniority
Senior
Job Description
Registered Representative
Dave Christy - State Farm Agent
• Provide investment options and consult securities to customers. • Conduct financial needs analysis and recommend investment products. • Manage customers portfolios and provide ongoing support. • Stay updated on market trends and regulatory changes. • Conduct presentations and seminars on investment topics. • Maintain accurate records of transactions and customers interactions. • Ensure compliance with industry regulations and standards.
Job Requirements
- Series 6, 63 and 65 license and other relevant certifications.
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- Proficiency with financial software and tools.
- High ethical standards and professionalism.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
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