Financial Services Representative

We have a $12M P/C book and an existing client base that trusts us. What we need is someone who can sit across the table from those clients and help them with brokerage accounts, advisory services, and real financial planning — not just sell them another policy. If you're currently at a wirehouse or an independent shop and you're tired of building from scratch with zero support, read this carefully. We're opening a second location in Vestavia Hills on March 1st, and the financial services seat is wide open.                                       

 What You'll Do:                                                    

 • Manage and grow brokerage and advisory account relationships from our existing client base              

 • Conduct financial reviews, retirement planning conversations, and investment consultations              

 • Open and service mutual fund, managed account, and other investment products                     

 • Collaborate with the insurance team to deliver holistic financial solutions to clients                

 • Develop financial plans tailored to client goals, risk tolerance, and timelines                   

 • Stay current on market trends, product updates, and compliance requirements                     

 • Build your own book within the agency — this role grows with you                           

 What We're Looking For:                                                

 • Series 6 license — required                                             

 • Series 63 license — required                                             

 • Series 65 license — required                                             

 • Currently working in financial services — you know how this world works already                   

 • Experience with brokerage and/or advisory accounts (Edward Jones, Ameriprise, Raymond James, similar)        

 • Hungry to build something with real support behind you — not starting from zero                   

 • Strong interpersonal skills and the ability to simplify complex financial concepts                  

 What We Offer:                                                     

 • $45K–$65K total compensation (base commissions retirement)                         

 • Paid time off

 • Clear path to grow your book and your income inside a thriving agency                        

 • Access to an established, loyal client base — no cold knocking on doors                       

 If you're early in your financial services career, already licensed, and ready to build something real with a $12M book behind you — stop scrolling and apply. This seat won't stay open long.