Financial Advisor (Series 6/7)
Location: Rosedale, NY
Job Type: fulltime
Company: Anthony Petrozzella - State Farm Agency
Salary: $60000.0 - $90000.0 per year
Category: Financial Services
Job Description Apply Now
The Financial Advisor (Series 6/7) position is an exciting opportunity for individuals passionate about guiding clients through their financial journeys and offering expert investment advice. As a core member of a reputable financial services agency, you will play a critical role in helping clients manage everyday risks and plan for a secure future. This full-time position is ideal for those with a strong background in financial products, investment strategies, and a client-centered consultative approach. Your expertise as a Financial Advisor (Series 6/7) will empower clients to make informed decisions, ensuring their portfolios are aligned with long-term financial goals.
In this dynamic role, you will be responsible for presenting a variety of investment options to clients, conducting thorough financial needs analyses, and providing ongoing support to help clients understand and navigate the complexities of financial markets. Your capacity for analytical precision and up-to-date market knowledge will distinguish you as a trusted resource in the financial services industry. You will leverage your Series 6 or 7 license and other relevant certifications to ensure every recommendation you make is compliant with industry regulations and tailored to each client's unique situation.
As a Financial Advisor (Series 6/7), you will join a team that celebrates collaboration, continuous learning, and personal growth. The agency prides itself on fostering a supportive and inclusive workplace culture, offering ample opportunities for advancement, training, and development. The agency values ethical standards, professionalism, and a commitment to excellence in every client interaction. Employees enjoy a positive work environment with regular competitions, team incentives, and recognition of outstanding performance.
Located in a vibrant and welcoming community, this agency has a longstanding history of serving clients since 2005, establishing a reputation built on trust, integrity, and customer success. The company’s mission is to help clients achieve peace of mind by providing comprehensive financial services and personalized investment guidance. Whether you are an experienced financial professional or seeking to build a meaningful career in the field, the Financial Advisor (Series 6/7) role provides a platform to contribute significantly while advancing your professional goals.
Take the next step in your career by applying for the Financial Advisor (Series 6/7) position today. Join a team where your expertise is valued, your growth is encouraged, and your contributions make a lasting impact. Click the application button to start your journey with a leading financial services organization.
Financial Advisor (Series 6/7) - Summary- Full-time Financial Advisor role focusing on investment, securities, and portfolio management
- Requires active Series 6 or 7 license
- Opportunity to work with a well-established financial services agency
- Collaborative, growth-oriented team environment
- Provide clients with a range of investment options and consult on securities offerings
- Conduct comprehensive financial needs analyses to identify client goals and recommend suitable investment products
- Manage and monitor client portfolios, offering ongoing support and regular reviews
- Stay informed about current market trends, economic developments, and regulatory changes
- Maintain accurate records of all transactions and client interactions
- Ensure full compliance with industry regulations and internal standards
- Competitive salary structure
- Hiring bonus available
- 401(k) retirement plan
- Performance-based bonus opportunities
- Comprehensive health insurance
- PTO (Paid Time Off)
- Opportunities for advancement within the agency
- Ongoing training and development programs
- Active Series 6 or 7 license required
- Strong understanding of investment products and financial markets
- Excellent communication and customer service skills
- Ability to build and maintain long-term client relationships
- Detail-oriented with strong analytical abilities
- Demonstrates high ethical standards and professional conduct
- Motivated and proactive in helping clients meet financial goals
- Comfortable with sales, consultative client engagement, and portfolio management
- Enjoys continuous learning and staying current with market trends
- Values teamwork and a collaborative work environment
- Committed to fostering long-lasting client relationships based on trust
- Agency has a strong community reputation and a welcoming, inclusive culture
- Regular team activities, competitions, and incentives support employee engagement
- Supportive leadership that prioritizes employee growth and success
- Applicants are encouraged to embrace the agency’s mission and values
- Apply now to join a leading financial services team and take the next step in your career!