Registered Representative - State Farm Agent Team Member

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

This Is Not a Typical Advisor Role.

We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition.
Our current financial services leader — a proven and respected producer — will retire in approximately 8-10 months. We are seeking the right professional to apprentice under her, learn our systems and philosophy, and then assume leadership of the division.
This is a succession opportunity inside a stable and growing organization.  You will not be asked to build from scratch. You will not be required to travel. You will inherit opportunity — and be expected to elevate it.

Who This Role Is For
An ambitious emerging advisor who:

• Holds an active Series 6 license (required)
• Is coachable and growth-driven
• Wants to learn from a top producer
• Is motivated by long-term leadership opportunity

A seasoned professional seeking control and flexibility who:

• Has experience in financial planning or wealth management
• Wants to reduce travel and business development pressure
• Is interested in leveraging an established, captive client base
• Is comfortable trading some upside volatility for stability and autonomy

What You'll Step Into

• A loyal and established book of business
• A strong referral pipeline from our insurance client base
• Direct mentorship during transition
• Structured systems and operational support
• Owner involvement in strategic growth

What We Expect

• Active Series 6 license (required)
• High integrity and fiduciary mindset
• Strong relationship-building ability
• Strategic thinking and leadership potential
• Comfort working within structured systems

Compensation

• Competitive base salary
• Attractive commission structure
• Significant long-term earning potential
• Clear leadership pathway

If you are seeking a succession opportunity inside a respected firm — not just another advisory seat — we welcome a confidential conversation.