Financial Advisor (Series 6/63/65) in VIRGINIA BEACH, Virginia at Lee Hudson - State Farm Agency

Financial Advisor (Series 6/63/65)

Location: VIRGINIA BEACH, VA, 23452
Salary: $80000.0 - $150000.0/year
Experience: 2 Year(s)

As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.

RESPONSIBILITIES

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

BENEFITS

• Base Salary
• Bonus based on performance
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

QUALIFICATIONS

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63, and 65 licenses.
• Flexible work from home options available.

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