Financial Advisor (FINRA)
Location: PORTLAND, OR
Job Type: fulltime
Company: Kristin Staropoli - State Farm Agency
Salary: $55000.0 - $70000.0 per year
Category: Financial Services
Job Description Apply Now
Financial Advisor (FINRA) Job OverviewThe Financial Advisor (FINRA) plays a critical role in helping clients manage their financial portfolios and make informed investment decisions. As a valued member of a reputable agency, the Financial Advisor (FINRA) leverages a consultative, client-focused approach to deliver tailored financial strategies, educate clients about financial products, and foster long-term relationships. This full-time position offers a rewarding opportunity for individuals passionate about financial planning and client service, and is ideal for those seeking to build a meaningful career in the financial services industry.
Responsibilities- Utilize a customer-focused, needs-based review process to educate clients on a wide array of insurance and financial product options.
- Collaborate with the agency team to establish and achieve marketing and sales goals that drive business growth.
- Engage with prospective clients by working leads, conducting appointments, assessing individual needs, and recommending suitable financial products and services.
- Provide comprehensive financial planning and investment advice, leveraging FINRA Series 6, 63, and 65 licenses (or a willingness to obtain these credentials with agency support).
- Conduct regular financial reviews with clients to ensure their financial strategies and product selections align with their evolving needs and goals.
- Maintain thorough and accurate records of client interactions, financial plans, and product recommendations in accordance with industry regulations and agency policies.
- Stay up-to-date on industry trends, regulatory requirements, and product knowledge to provide clients with current and relevant advice.
- Bachelor's degree in finance, economics, accounting, or a related field is preferred.
- Ability to obtain relevant licenses, including FINRA Series 6, 63, and 65, if not already held.
- Demonstrated analytical, organizational, and problem-solving skills essential to success in the financial services sector.
- Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively to diverse clients.
- Excellent interpersonal skills and a client-centric approach to service.
- Proven track record of meeting or exceeding sales goals or quotas is preferred.
This full-time Financial Advisor (FINRA) role offers the chance to gain valuable industry experience and professional growth with a respected agency. Employees benefit from a collaborative work environment, ongoing training and development, and the opportunity to make a positive impact on clients' financial well-being. Working in this role provides exposure to a variety of financial products and solutions, supporting both personal and professional advancement within the field.
For those located in the area, the position offers the advantage of working within a community-oriented team and serving clients who value local expertise and dedicated support.
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