Registered Representative - State Farm Agent Team Member

Chad Richards - State Farm Agent•Raleigh, NC

About The Position

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 17–18 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