Registered Representative | State Farm Agent | Kansas City
Overview
As a Registered Representative with Brady Crawford State Farm, you will own the full sales cycle for investment products, from needs analysis to portfolio management, for a growing client base. You will apply deep knowledge of securities and market trends to tailor financial strategies. Working within a high-trust agency, you will collaborate with a licensed team. This role stands out for its focus on client education through seminars and its direct impact on long-term financial outcomes.
What You'll Do7
- 1Advise clients on investment opportunities after conducting a thorough financial needs analysis.
- 2Sell securities and recommend investment products tailored to individual client goals.
- 3Manage client portfolios, monitoring performance and making adjustments to align with changing needs.
- 4Stay current on market trends and regulatory changes to ensure informed recommendations.
- 5Present investment topics at seminars and one-on-one sessions to educate clients and prospects.
- 6Document all transactions and client interactions in detail to maintain compliance and accuracy.
- 7Ensure all practices adhere to industry regulations, including FINRA and SEC guidelines.
Requirements7
- 1Series 6 or Series 7 license and other relevant certifications.
- 2Strong knowledge of investment products and financial markets.
- 3Excellent communication and customer service skills.
- 4Ability to build and maintain client relationships.
- 5Detail-oriented with strong analytical skills.
- 6Proficiency with financial software and tools.
- 7High ethical standards and professionalism.
Salary Insight
$50 - $200k per year
Location
Required Skills
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