Benefits:- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Build a Career in Financial Planning and Relationship-Based Advising
We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship management, and disciplined customer service. Our agency focuses on a needs-based approach to help individuals and families evaluate income protection, retirement preparation, and investment considerations in alignment with their goals and risk tolerance.
The Role
This position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. The role operates within defined processes and supervisory guidelines and is supported by coaching and an established customer base.
Career DevelopmentStructured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.
Key Responsibilities
• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, income protection needs, retirement readiness, and legacy objectives.
• Identify potential gaps and discuss suitable planning options consistent with regulatory standards.
• Perform daily targeted outreach to designated planning segments.
• Complete periodic portfolio and financial reviews in accordance with firm policy.
• Maintain required documentation and compliance standards for insurance and securities activity.
Qualifications
Financial degree or relevant financial experience is required.
Active Florida Life & Health Insurance license (2-15) preferred.
FINRA Series 6 and 63 licenses required for securities activity (Series 65 or 66 may be required depending on registration structure).
Ability to obtain and maintain all required securities registrations.
Financial services, insurance, or advisory experience preferred.
Strong communication skills and strict adherence to compliance and ethical standards.
Why Join Us?
Make a meaningful impact by guiding clients toward financial security and confidence
Supportive team environment with daily coaching and accountability meetings
Clear career growth opportunities within Life, Disability, and Investment product lines
Competitive salary plus performance-based incentives
This employment opportunity is with a State Farm Agent, not with State Farm Insurance Companies and requires the successful completion of licensing requirements to solicit and service State Farm products.