Securities Licensed Sales Team Member
Listed on 2026-08-24
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Compensation
- $48K base salary + commission/incentive compensation (easy six figures)
- Unlimited income potential
- ROTH 401(k) match Savings Plan
- Health Reimbursement Account and Life Insurance
- Accrued Paid Time Off (PTO)
- ROTH 401(k) match Savings Plan
- Health Reimbursement Account and Life Insurance
Midtown and Southaven Locations
In OfficeQualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of their work environment.
OverviewThey are not just offering a job but a meaningful career! Come join their passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold‑call prospecting in a primarily commission‑based role, they would love to talk to you. At State Farm, they have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world‑class products that include American Funds and Black Rock funds, and partnerships with Jackson, Pacific Life, and US Bank with guidance and mentoring from a successful career agent.
Responsibilities- Offer comprehensive financial planning and advice to existing State Farm customer households.
- Partner and mentor with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication, processing customer requests, resolving inquiries, providing guidance, and ensuring key information and documentation remains current.
- Demonstrate a deep understanding of financial markets and sound business judgement.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Understand and ensure business adherence with agency and financial industry regulatory policies.
- Bachelor’s degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H‑1B visa) for this opportunity.
This position is an independent contractor role.
Equal Opportunity EmployerWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).