Registered Representative (Series 7/65)
Location: Moundsville, WV
Job Type: fulltime
Company: Taylor Shepherd - State Farm Agency
Salary: $65000.0 - $150000.0 per year
Category: Financial Services
Job Description Apply Now
Are you an experienced financial services professional with a passion for providing exceptional client support and investment guidance? We are seeking a Registered Representative (Series 7/65) to join our award-winning State Farm agency team. As a key member of our organization, you will play a pivotal role in delivering investment solutions, building strong client relationships, and helping individuals achieve their financial goals. This is a full-time opportunity for highly motivated candidates who are committed to professional growth and delivering results through value-based conversations and remarkable customer experiences.
As a Registered Representative (Series 7/65), you will utilize your expertise in financial products and investment strategies to consult with clients, analyze their needs, and recommend appropriate solutions. You will also have the chance to contribute to the agency’s success by staying abreast of market trends, conducting presentations, and ensuring compliance with all relevant regulations. Working alongside a supportive team, you will have access to advancement opportunities and a comprehensive benefits package. If you are goal-oriented, ethical, and thrive in a dynamic environment, we encourage you to apply for this rewarding career opportunity.
Registered Representative (Series 7/65) - Summary- Engage clients in value-based conversations to assess and address their financial needs
- Provide expert investment advice and portfolio management services
- Work collaboratively within a high-performing team environment
- Support the organization’s mission to empower individuals and build financial confidence
- Full-time position within a leading State Farm agency
- Advise clients on investment options and consult on securities products
- Conduct comprehensive financial needs analyses for clients
- Recommend suitable investment products based on client objectives
- Manage and monitor client portfolios, providing ongoing support and service
- Stay informed about current market trends and regulatory updates
- Deliver presentations and educational seminars on investment topics
- Maintain accurate records of client transactions and interactions
- Ensure adherence to compliance standards and industry regulations
- Base salary with commission and bonus opportunities
- 401(k) matching program
- PTO including paid holidays, vacation, and personal/sick days
- Life and disability insurance coverage
- Flexible scheduling options
- Clothing allowance
- Support for continuing education and CE expenses
- Opportunities for growth and advancement within the agency
- Active Series 65 or Series 7 License (required)
- Experience in financial services (required)
- Previous sales experience preferred
- Demonstrated success in meeting sales goals/quotas preferred
- Excellent written, verbal, and listening communication skills
- Proficiency with financial software and analytical tools
- High ethical standards and professionalism
- Self-motivated with strong multi-tasking abilities
- Ability to build rapport and effectively relate to clients
- Holds a current Series 65 or Series 7 license
- Brings a background in the financial services industry
- Possesses effective sales and communication abilities
- Demonstrates a track record of achieving or exceeding targets
- Thrives in dynamic, fast-paced settings and is eager to learn
- Shows commitment to client service and ethical standards
- Values professional development and career advancement
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employment is contingent upon successfully completing all applicable licensing requirements and training programs.
- State Farm agents are independent contractors who hire their own employees, and these employees are not employees of State Farm Insurance Companies.
- Our agency is proud to serve clients in an area known for its friendly community and supportive business environment, providing an excellent setting for professional and personal growth.
If you are motivated to succeed and envision yourself thriving in this Registered Representative (Series 7/65) role, we invite you to submit your application today. Take the next step in your career and join our dedicated team by clicking the job application button now!