Registered Representative

Registered Representative Finance Jobs

3 jobs found

1mo ago

Experienced Financial Advisor or Registered Representative

American Heritage Financial, LLC Tallahassee, FL

Tallahassee, FL

1mo ago Closed

$40k - $60k/yr Contract Senior Advisor Financial Advisor

This position is no longer accepting applications (closed Aug 25, 2026).

Job Description

American Heritage Financial, LLC in Tallahassee offers a client-centered, independent-feeling practice embedded in an established organization. This on-site contract role provides a base salary of USD 40,000 to 60,000 per year, with uncapped production-based income, and a comprehensive benefits package designed to support long-term success.

Benefits and culture

Competitive base salary: USD 40,000 – 60,000 per year.
Uncapped production income: commission and growth potential tied to performance.
Retirement and financial security: 401(k) plan with company matching.
Health coverage: health and dental insurance.
Protection for family: life and vision insurance.
Comprehensive benefits package: robust coverage and support.
Dedicated support teams: marketing, applications, onboarding, and operations to reduce administrative burden.
Leadership opportunities: potential for succession and growth within the office.
Backing of an established organization: resources and stability to sustain client-first planning.

Responsibilities

Advise clients, generate production, and drive growth within the book of business.
Enter an existing book and expand it through proactive relationship-building.
Increase personal production and expand client impact.
Strengthen relationships with current clients to deepen loyalty and outcomes.
Progress toward a key leadership role within the office.
Contribute to office growth and advisor development initiatives.
Help build long-term enterprise value within an established organization.

Requirements

Proven producer in financial services, insurance, or financial planning.
Active Life & Health License required.
Must hold at least one of Series 6, Series 7, Series 65, or Series 66.
Strong relationship-building and communication skills.
Client-focused planning approach.
Competitive, growth-oriented mindset.
Production reports required during the interview process.
Minimum of 5 years of experience in insurance and financial planning.

Growth opportunities and path

Growth opportunities: Dinner seminars, movie events, educational workshops, and client appreciation events.
Growth path: step into an existing book of business and expand it; increase production and client impact; strengthen client relationships; grow into a leadership role; drive office growth and advisor development; build long-term enterprise value within an established organization.

Why top advisors choose American Heritage Financial

Competitive base salary paired with uncapped production income.
Immediate revenue opportunities from an existing client base.
Comprehensive benefits package and retirement plan.
Dedicated operational, marketing, onboarding, and application support.
Leadership and succession opportunities within a growing practice.
The stability and backing of an established organization.

Who thrives in this role

Experienced advisors who value income stability alongside unlimited earnings.
Producers who want to spend more time serving clients and less time on administrative tasks.
Growth-minded professionals looking to expand market presence.
Advisors who embrace a client-first planning philosophy.
Leaders interested in shaping the future of a growing practice.

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1mo ago

Registered Representative Financial Services

ULSTER FINANCIAL GROUP INC Kingston, NY

Kingston, NY

1mo ago Closed

$31k - $100k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 18, 2026).

Job Description

This hybrid remote position is based in Kingston, New York, with Ulster Savings Bank, part of Ulster Financial Group. The role centers on advising clients and delivering a range of financial products, including mutual funds, annuities, fee-based offerings, stocks, bonds, and life insurance, while analyzing income, assets, investments, and debts to tailor solutions that meet individual needs and drive commissions. The salary range for this role runs from $31,200 to $100,000 per year.

Responsibilities

Collect and evaluate a client’s income, assets, investments, and liabilities to determine the best-fitting financial products in line with their circumstances.
Promote and service the bank and its subsidiaries’ financial products and services.
Achieve a minimum of $250,000 in annual gross commissions.
Build and maintain productive working relationships with branch managers and staff.
Lead product and referral training during Branch HOOPLA Meetings.
Maintain a professional demeanor in all customer interactions.
Develop and service your book of business, scheduling at least 20 new appointments each week and continually generating new and assigned lead streams both inside and outside the institution.
Keep the Financial Services Officer informed of customer issues and potential situations.
Identify opportunities to cross-sell bank products and services to new and existing clients.
Continuously prospect to create new lead streams within and beyond the organization.
Drive financial performance through revenue growth, goal attainment, and strong customer service.
Meet a monthly cross-selling goal of at least one referral.

Requirements

Licenses: Series 6, Series 7, Series 63, Series 65, and Life Insurance License are required; Cetera background check is required.
Excellent written and verbal communication skills.
Proficient computer knowledge.
Strong interpersonal and organizational abilities.
Ability to travel and work independently.
Capable of analyzing data and applying discretion in decisions affecting the Bank and its subsidiaries.
Ability to promote the Bank’s financial products and advise on suitable solutions for clients’ needs.
Minimum of 2 years of experience.
Bi-lingual skills are a plus.

Benefits

Paid time off
Paid holidays
Medical insurance
Dental insurance
Vision insurance
Matching 401(k) plan
Educational assistance

Marginal Duties and Responsibilities

Conduct educational seminars.
Any other duties as assigned by management.

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5mo ago

Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Agent Twin Falls, ID

Twin Falls, ID

5mo ago Closed

$50k - $150k/yr Full time Agent Compliance Customer Relationship Management (CRM)

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Twin Falls, ID

Benefits

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

Role Description

As a Registered Representative with Patrick Buchanan - State Farm Agent, you will actively market the financial products that help clients manage everyday risks. Your solid knowledge of financial instruments supports a consultative, sales-oriented approach to guiding customers through their financial options. Your analytical accuracy makes you a valuable resource to clients and a strong addition to a thriving agency.

Responsibilities

Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customer portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customer interactions.
Ensure compliance with industry regulations and standards.

Qualifications

Series 6 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to establish and maintain client relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.

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Registered Representative Finance Jobs

Experienced Financial Advisor or Registered Representative

Registered Representative Financial Services

Registered Representative - State Farm Agent Team Member

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