Financial Advisor (Series 6/63/65)
Location: WEATHERFORD, TX
Job Type: fulltime
Company: Craig Bagley - State Farm Agency
Salary: $55000.0 - $95000.0 per year
Category: Insurance
Job Description Apply Now
The role of Financial Advisor (Series 6/63/65) is an essential position within a reputable financial services agency. This opportunity focuses on delivering comprehensive financial planning, investment advice, and insurance-based solutions tailored to individual and business clients. As a Financial Advisor (Series 6/63/65), you will leverage your expertise to guide clients toward their financial goals while fostering long-term relationships built on trust and integrity. Successful candidates will possess the necessary licenses and a strong background in financial services, investment sales, or wealth management, demonstrating a passion for client-focused financial guidance and a commitment to ethical standards.
As a Financial Advisor (Series 6/63/65), you will play a critical role in supporting clients through every stage of their financial journey. This includes offering strategic advice on retirement planning, investment products, and insurance-based financial tools. The position requires proactive development and management of client relationships, consistently reviewing their evolving needs and ensuring compliance with industry regulations. You will be empowered to identify opportunities for cross-selling and upselling, maximizing value for both clients and the organization. Your consultative approach, combined with your analytical skills, will enable you to recommend appropriate financial products and strategies that align with each client's unique objectives.
Working as a full-time Financial Advisor (Series 6/63/65) within a dynamic team, you will contribute to the agency’s mission of helping individuals, families, and small businesses protect and grow their financial futures. You will benefit from a supportive work environment that values professional development, encourages career advancement, and celebrates excellence. This role is ideal for a motivated and goal-oriented individual who is committed to ongoing learning and who thrives in a setting that rewards integrity, client advocacy, and outstanding service delivery. The agency is recognized for its inclusive culture, offering services to a diverse clientele and providing bilingual support to better serve its community.
Take the next step in your career by joining a team that values your expertise and dedication. Apply now to become a Financial Advisor (Series 6/63/65) and make a meaningful impact on the financial well-being of clients while advancing your professional journey.
Financial Advisor (Series 6/63/65) - Summary- Deliver comprehensive financial planning and investment guidance to clients.
- Leverage Series 6, 63, and/or 65 licenses to provide a full suite of financial products and services.
- Maintain and grow long-term relationships through personalized support and ethical practices.
- Contribute to a client-focused agency dedicated to integrity, professionalism, and community service.
- Provide expert financial services guidance, including retirement planning and insurance-based solutions.
- Develop and sustain strong, long-term client relationships through regular communication and support.
- Conduct detailed financial needs analysis to recommend suitable products and strategies.
- Cross-sell financial products and services to existing clients, enhancing their overall portfolio.
- Generate new business opportunities through referrals, networking, and proactive outreach initiatives.
- Perform policy reviews, account reviews, and in-depth financial planning consultations.
- Ensure all activities comply with FINRA and state insurance regulations.
- Consistently meet or exceed established production, sales, and revenue benchmarks.
- Competitive base salary with commission and bonus potential.
- Comprehensive benefits package, including health, life, and dental insurance.
- Paid time off for vacation, personal, and sick days.
- Retirement plan with opportunities for long-term financial security.
- Clear pathways for career growth within the financial services and insurance industry.
- Active Series 65, 6, and/or 63 license is required.
- Property & Casualty and Life & Health licenses preferred, or willingness to obtain them.
- Prior experience in financial services, investment sales, insurance sales, or wealth management preferred.
- State Farm agency experience is advantageous.
- Bilingual abilities are a plus, supporting a diverse clientele.
- Demonstrated consultative sales and relationship-building skills.
- Strong knowledge of retirement planning, annuities, mutual funds, or related financial products is an asset.
- Excellent communication, client advisory, and problem-solving skills.
- Self-motivated, goal-driven, and professional demeanor.
- Passionate about helping clients achieve their financial goals and secure their futures.
- Thrives in a results-oriented, client-focused environment.
- Embraces diversity and values inclusive client engagement, with bilingual skills highly regarded.
- Dedicated to continuous professional development and ethical business practices.
- Skilled in networking, prospecting, and building strong community ties.
- Join a reputable agency with a strong mission to support individuals, families, and small businesses.
- Work in a collaborative, growth-oriented, and customer-first environment.
- Benefit from mentorship, training, and opportunities to advance your career in financial services.
- The agency is committed to serving a diverse community and providing bilingual support.
- Candidates are encouraged to apply by clicking the job application button to take the next step in their career journey.
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