Financial Advisor (Series 65, 6, 63 Licensed)
Location: FAYETTEVILLE, GA
Job Type: fulltime
Company: Jamie McBeth - State Farm Agency
Salary: $40000.0 - $65000.0 per year
Category: Financial Services
Job Description Apply Now
The role of Financial Advisor (Series 65, 6, 63 Licensed) is a crucial position within the financial services sector, focusing on helping individuals and businesses achieve financial security and long-term growth. As a Financial Advisor, you will work closely with clients, providing expert guidance on retirement planning, investment solutions, and insurance-based financial strategies. This opportunity is ideal for professionals who are passionate about making a positive impact on clients’ financial well-being, and who bring deep knowledge and integrity to every interaction. This position is available as a full-time opportunity and is well-suited for candidates interested in professional development within the financial services industry.
As a Financial Advisor (Series 65, 6, 63 Licensed), you will be responsible for delivering comprehensive financial services to a diverse client base, supporting clients in building and protecting their financial future. You will leverage your experience in investment sales, insurance sales, financial planning, or wealth management to provide tailored recommendations and superior client service. The position emphasizes the importance of relationship management, regulatory compliance, and ongoing professional growth. If you are a self-motivated, goal-oriented individual who values ethical standards and client trust, this is an excellent opportunity for you to grow your career within a reputable financial services agency.
Our agency is dedicated to empowering clients with the knowledge and tools they need to make informed financial decisions. We offer a supportive environment that encourages professional development and rewards achievement. Working as a Financial Advisor (Series 65, 6, 63 Licensed), you will have the chance to expand your expertise, serve a vibrant community, and contribute to a culture of excellence and integrity. Take the next step in your career and apply today by clicking the job application button to join our dynamic team.
Financial Advisor (Series 65, 6, 63 Licensed) - Summary- Provide financial guidance in areas such as retirement planning, investment products, and insurance-based solutions
- Build and maintain strong, long-term client relationships
- Analyze client needs and recommend appropriate strategies and products
- Drive new business through networking, referrals, and proactive outreach
- Ensure compliance with all FINRA and state insurance regulations
- Meet or exceed established sales and revenue goals
- Support clients through policy reviews, account servicing, and ongoing financial planning discussions
- Deliver expert guidance on retirement planning, investment strategies, and insurance-based financial solutions
- Develop and nurture long-term relationships with clients, acting as a trusted advisor
- Conduct thorough financial needs analysis to recommend tailored products and strategies
- Cross-sell financial and insurance services to existing clients
- Actively generate new business through prospecting, networking events, and client referrals
- Perform periodic policy and account reviews to ensure clients’ needs are met
- Maintain strict compliance with all regulatory requirements, including FINRA and state insurance guidelines
- Consistently achieve or exceed performance targets for production, sales, and revenue
- Competitive base salary
- Commission on new business and renewals
- Performance-based bonus opportunities
- Residual income opportunities
- PTO (Paid Time Off) and vacation benefits
- Comprehensive benefits package
- Opportunities for advancement and career growth within the financial services and insurance industry
- Active Series 65, 6, and/or 63 license required
- Property & Casualty and Life & Health licenses preferred, or willingness to obtain
- Experience in financial services, investment sales, insurance sales, or wealth management preferred
- Demonstrated consultative sales and relationship management skills
- Knowledge of retirement planning, annuities, mutual funds, or related financial products is beneficial
- Self-motivated, goal-oriented, and professional demeanor
- Excellent communication and client advisory skills
- Licensed Financial Advisor with proven experience in financial services or wealth management
- Passionate about helping clients build and protect their financial future
- Strong interpersonal skills and commitment to client success
- Compliance-minded with unwavering integrity
- Excels in a fast-paced, client-focused environment
- Fluent in English; bilingual abilities are a plus
- Our agency is dedicated to serving individuals, families, and small businesses with personalized insurance and financial services solutions
- We foster a culture of professionalism, growth, and a customer-first approach
- Bilingual support in English and Spanish is available, reflecting our commitment to serving a diverse community
- Join a team that values trust, integrity, and long-term client relationships
- Apply today by clicking the job application button to take the next step in your career as a Financial Advisor (Series 65, 6, 63 Licensed)