Financial Services Advisor — Flexible Schedule & Growth

Lauren Gilbert; Vidor (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Training & development

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

Lauren Gilbert State Farm is seeking a Financial Services Rep to advise customers on financial products and risk management. You will learn and apply sales-minded, consultative techniques to educate clients on options and outcomes, while maintaining strict regulatory compliance in a small, supportive team.

The role emphasizes growth, training, and work-life balance, with opportunities for advancement as you help customers protect and grow their financial futures.

Qualifications

• Analytical and communication skills.
• FINRA Series 63 licenses preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

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

Analytical

Communication

Job description

Lauren Gilbert State Farm is seeking a Financial Services Rep to advise customers on financial products and risk management. You will learn and apply sales-minded, consultative techniques to educate clients on options and outcomes, while maintaining strict regulatory compliance in a small, supportive team.

The role emphasizes growth, training, and work-life balance, with opportunities for advancement as you help customers protect and grow their financial futures.