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
The role of a Financial Advisor (FINRA) is central to delivering comprehensive financial guidance and services to clients seeking to protect and grow their assets. As a Financial Advisor (FINRA), you will play an instrumental part in helping individuals and families understand and select the financial products that best align with their short-term needs and long-term goals. This dynamic position combines consultative sales, relationship management, and financial education, building trust and fostering long-lasting client relationships. By leveraging your knowledge of financial products and your analytical mindset, you will be empowered to recommend tailored solutions and help clients make sound, informed decisions.
Financial Advisors (FINRA) serve as the first point of contact for clients seeking advice on insurance, investment options, and retirement planning. You will utilize a customer-centric approach to assess the unique needs of each client, offering recommendations that reflect their risk tolerance and future aspirations. The ability to understand complex financial concepts, communicate them in a clear and approachable manner, and execute strategic marketing initiatives will distinguish you as a valued member of a growing financial services team. Your proactive engagement in ongoing training and development will ensure you remain up-to-date with industry best practices and regulatory compliance, further enhancing your credibility and effectiveness in the role.
The Financial Advisor (FINRA) position offers a supportive environment where continuous learning is encouraged, and professional growth is achievable. Your success will be measured by your ability to meet established marketing and sales goals, foster positive client relationships, and contribute to the overall mission of delivering exceptional service. If you are passionate about guiding others toward financial security and possess a strong drive to achieve, this is an excellent opportunity to build a rewarding career in the financial services industry. Join a team where your efforts are recognized and where you can make a real difference in your clients' lives. Take the next step in your career journey by applying for the Financial Advisor (FINRA) position today.
Financial Advisor (FINRA) - Summary- Provide expert financial advice and support to clients, focusing on insurance, investment, and retirement planning products.
- Utilize a consultative sales approach to identify and address individual client needs.
- Engage in ongoing training and professional development to stay current with industry trends and regulations.
- Conduct comprehensive, needs-based financial reviews with clients to determine appropriate insurance and investment solutions.
- Educate clients on a range of insurance and financial products, ensuring they are well-informed about their options.
- Collaborate with team members to establish and achieve marketing and sales objectives.
- Follow up on leads, schedule appointments, and build long-term client relationships through effective communication and trust-building strategies.
- Provide ongoing financial planning and investment advice, utilizing FINRA Series 6, 63, and 65 licenses where applicable.
- Assist clients in navigating complex financial decisions, recommending tailored products and services.
- Participate in training and development initiatives to enhance product knowledge and sales techniques.
- Base salary plus commission structure.
- SIMPLE IRA retirement plan with matching up to 3%.
- Three weeks of paid time off annually with unlimited carryover.
- Comprehensive health insurance coverage.
- Access to valuable on-the-job experience and structured training programs for professional growth.
- Bachelor's degree in finance, economics, accounting, or a related field is preferred.
- Ability to obtain relevant financial licenses as required (FINRA Series 6, 63, 65 preferred).
- Strong analytical, organizational, and problem-solving skills.
- Effective verbal and written communication skills.
- Proven ability to build rapport and maintain customer relationships.
- Demonstrated success in meeting sales goals or quotas is preferred.
- Customer-focused with a genuine desire to help clients achieve financial security.
- Sales-minded, proactive, and driven to meet or exceed performance targets.
- Comfortable explaining complex financial concepts in accessible terms.
- Committed to continuous learning and personal development.
- Works well independently and as part of a collaborative team.
- This position offers the chance to gain valuable experience within a supportive environment focused on client success and professional growth.
- If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
- Apply today for the Financial Advisor (FINRA) opportunity by clicking the job application button and take the next step in a rewarding financial services career.