Financial Services Advisor | 401(k) Matching & Growth

Cliff Ourso - State Farm Agent; Gonzales (LA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Employee discounts

Health insurance

Paid time off

Training & development

Job summary

Cliff Ourso - State Farm Agent in Gonzales, Louisiana, is seeking a Financial Services Representative to market financial products and provide clients with planning and investment advice. The ideal candidate has over 3 years of financial services experience and possesses strong analytical and communication skills.

Your role will involve assisting clients with portfolio management while maintaining compliance with financial regulations. This position offers valuable insights into financial products and the potential for a competitive salary.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Cliff Ourso - State Farm Agent in Gonzales, Louisiana, is seeking a Financial Services Representative to market financial products and provide clients with planning and investment advice. The ideal candidate has over 3 years of financial services experience and possesses strong analytical and communication skills.

Your role will involve assisting clients with portfolio management while maintaining compliance with financial regulations. This position offers valuable insights into financial products and the potential for a competitive salary.