Financial Services Advisor: Growth & Benefits

Ourso Insurance; Baton Rouge (LA); Hybrid; USD 45,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Clifton Ourso Jr - State Farm Agent in Baton Rouge, LA is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. You will provide investment guidance and help clients navigate portfolio choices in a consultative, sales-minded environment.

With 3+ years in financial services and strong analytical/communication skills, you’ll support clients while ensuring compliance with industry regulations.

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

Strong analytical skills

Excellent communication

Sales-minded

Job description

Clifton Ourso Jr - State Farm Agent in Baton Rouge, LA is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. You will provide investment guidance and help clients navigate portfolio choices in a consultative, sales-minded environment.

With 3+ years in financial services and strong analytical/communication skills, you’ll support clients while ensuring compliance with industry regulations.