Financial Advisor (Series 65/6/63 Licensed)
Location: WEST MONROE, LA
Job Type: fulltime
Company: Kim Duke - State Farm Agency
Salary: $55000.0 - $85000.0 per year
Category: Insurance
Job Description Apply Now
Are you a licensed financial professional eager to help clients secure and enhance their financial well-being? We are seeking a dedicated Financial Advisor (Series 65/6/63 Licensed) to join our team and deliver comprehensive financial guidance, investment strategies, and insurance-based solutions. This full-time opportunity is ideal for motivated individuals with a passion for financial planning, wealth management, and long-term client relationships. As a Financial Advisor (Series 65/6/63 Licensed), you will play a vital role in shaping the financial futures of clients while benefiting from competitive compensation and a supportive work environment.
As a Financial Advisor (Series 65/6/63 Licensed), you will utilize your expertise to provide tailored financial services, including retirement planning, investment product recommendations, and insurance-based strategies. You will engage with clients to understand their unique financial goals, conduct in-depth needs analyses, and recommend suitable solutions. This role requires both a consultative approach and a strong drive to generate new business through networking and referrals. Your ability to cross-sell financial products, maintain regulatory compliance, and foster trust-based, long-term relationships will be key to your success in this position.
The position is designed for professionals who possess active Series 65, 6, and/or 63 licenses, with additional consideration for those holding Property & Casualty or Life & Health insurance licenses. Prior experience in financial services, investment sales, insurance sales, or wealth management will be highly valued. Strong communication skills, a client-focused mindset, and a thorough understanding of financial products and retirement planning are essential to thrive as a Financial Advisor (Series 65/6/63 Licensed).
Our agency is recognized for its dedication to client service, comprehensive financial solutions, and a culture of integrity and growth. We serve a broad community, providing bilingual support and a commitment to diversity and inclusion. If you are ready to take the next step in your financial services career, apply today by clicking the job application button and join a team that values your expertise, ambition, and desire to make a lasting impact.
Financial Advisor (Series 65/6/63 Licensed) - Summary- Deliver expert financial advice and solutions to diverse clients
- Utilize Series 65, 6, and/or 63 licenses to provide investment and insurance services
- Build and maintain strong, long-term relationships with clients
- Collaborate with a professional, client-focused team committed to growth and integrity
- Provide comprehensive financial guidance, including retirement planning, investment products, and insurance-based solutions
- Conduct financial needs analyses and recommend appropriate products and strategies
- Develop and sustain long-term client relationships based on trust and transparency
- Cross-sell financial services to existing insurance clients for holistic financial planning
- Generate new business through effective networking, referrals, and prospecting techniques
- Perform regular policy reviews, account assessments, and financial planning discussions with clients
- Ensure compliance with all relevant FINRA and state insurance regulations
- Consistently meet or exceed defined production, sales, and revenue goals
- Competitive compensation structure based on licenses and experience
- Base salary with total projected compensation including commissions and bonuses
- Group Life Insurance coverage
- Vision and Dental Insurance programs
- SIMPLE IRA with employer matching contributions
- Opportunities for professional growth and advancement
- Active Series 65, 6, and/or 63 license required
- Property & Casualty and Life & Health insurance licenses preferred, or willingness to obtain
- Proven experience in financial services, investment sales, insurance sales, or wealth management preferred
- Strong consultative sales, relationship-building, and client advisory skills
- Thorough knowledge of retirement planning, annuities, mutual funds, and financial products is a plus
- Self-motivated, goal-oriented, and professional demeanor
- Excellent verbal and written communication skills
- Licensed financial professional eager to advance their career
- Proactive in building and maintaining client relationships
- Enjoys helping clients navigate complex financial decisions
- Driven to achieve sales goals and deliver outstanding client service
- Values a collaborative, inclusive, and growth-focused workplace
- Our agency is committed to diversity, inclusion, and equal opportunity employment
- Bilingual support is available (English and Spanish)
- Join a team that values professionalism, integrity, and community impact
- Experience the opportunity to develop your skills and advance your career as a Financial Advisor (Series 65/6/63 Licensed)
- Enjoy working in a supportive environment that encourages continuous learning and growth
Ready to make a difference in the financial lives of clients? Click the job application button and apply now to begin your career as a Financial Advisor (Series 65/6/63 Licensed).