Financial Advisor – Series

Are you a passionate professional seeking to make a meaningful impact in the financial services industry? We are currently seeking a dedicated Financial Advisor – Series 65/6/63 to join an established State Farm agency. This full-time position offers an excellent opportunity to leverage your financial expertise, licensing, and relationship-building skills to help clients achieve their financial goals while advancing your career within a supportive and growth-oriented environment.

As a Financial Advisor – Series 65/6/63, you will be responsible for guiding clients through comprehensive financial planning, investment services, and insurance-based solutions. You will utilize your active Series 65, 6, and/or 63 licenses to deliver expert recommendations tailored to individual needs. This role emphasizes the cultivation of long-term client relationships, the delivery of personalized financial guidance, and the opportunity to cross-sell a broad suite of financial products, including retirement planning, annuities, and mutual funds.

Joining our team means becoming a trusted resource for individuals, families, and small businesses as they navigate the complexities of financial planning and wealth management. Our agency is dedicated to upholding the highest standard of professionalism, customer service, and ethical conduct, ensuring that each client's best interests are the cornerstone of your work. The agency foster a collaborative environment that values ongoing professional development and supports bilingual professionals to better serve our diverse client base.

Utilize active Series 65, 6, and/or 63 licenses to deliver expert financial advice and solutions
Build and manage lasting client relationships based on trust, transparency, and results
Serve as a key point of contact for clients seeking insurance and investment-related financial guidance
Advance your career in a role that rewards professionalism, integrity, and performance

• Provide comprehensive financial services guidance, including retirement planning, investment-related product recommendations, and insurance-based financial solutions
• Conduct thorough financial needs analyses to recommend appropriate strategies and products
• Develop, nurture, and maintain long-term relationships with clients, acting as a trusted financial partner
• Cross-sell financial services and products to existing insurance clients, maximizing value and service breadth
• Proactively generate new business through networking, referrals, and prospecting activities
• Conduct regular policy and account reviews, facilitating timely financial planning discussions
• Ensure strict compliance with all FINRA and state insurance regulations
• Consistently meet or exceed production, sales, and revenue targets

• Competitive base salary with commission on new business and renewals
• Performance-based bonus opportunities
• Residual income potential, rewarding long-term client engagement
• Paid Time Off (PTO) and vacation benefits
• Flexible work schedule to support work-life balance
• Opportunities for career advancement within the financial services and insurance industry

• Active Series 65, 6, and/or 63 license is required
• Property & Casualty and Life & Health insurance licenses preferred, or willingness to obtain
• Prior experience in financial services, investment sales, insurance sales, or wealth management is preferred
• Demonstrated consultative sales and relationship-building abilities
• Knowledge of retirement planning, annuities, mutual funds, or financial products is advantageous
• Self-motivated, goal-oriented, and professional demeanor
• Excellent communication and client advisory skills