Financial Services Advisor – Growth & Planning Advocate

Clifton Ourso Jr - State Farm Agent

Baton Rouge (LA)

On-site

USD 45,000 - 65,000

Full time

14 days+
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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 is seeking a Financial Services Representative to market financial products and advise clients on financial planning. Ideal candidates possess strong analytical skills and have 3+ years of experience in financial services.

The position offers competitive salary, bonuses, and a flexible schedule, ensuring opportunities for advancement and professional growth.

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
Sales-oriented approach

Tools

FINRA Series 7 license
FINRA Series 63 license

Job description

Clifton Ourso Jr - State Farm Agent in Baton Rouge is seeking a Financial Services Representative to market financial products and advise clients on financial planning. Ideal candidates possess strong analytical skills and have 3+ years of experience in financial services.

The position offers competitive salary, bonuses, and a flexible schedule, ensuring opportunities for advancement and professional growth.

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