Financial Services Advisor - Flexible Schedule & Growth

Michael Liberto - State Farm Agent; Magnolia (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

License Reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Michael Liberto - State Farm Agent in Magnolia, TX is seeking a Financial Services Representative to market financial products and educate customers on risk management. You will help clients select protection, retirement, and investment solutions while building trusted relationships.

The role emphasizes analytical assessment, portfolio reviews, and regulatory compliance to support both customers and the agency's growth.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills are essential.
• FINRA Series 7 and 63 licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Experience in financial services

Analytical skills

Communication skills

FINRA Series 7

FINRA Series 63

Job description

Michael Liberto - State Farm Agent in Magnolia, TX is seeking a Financial Services Representative to market financial products and educate customers on risk management. You will help clients select protection, retirement, and investment solutions while building trusted relationships.

The role emphasizes analytical assessment, portfolio reviews, and regulatory compliance to support both customers and the agency's growth.