Financial Services Advisor – Growth & Planning Advocate

Clifton Ourso Jr - State Farm Agent; Baton Rouge (LA); On-site; USD 45,000 - 65,000; 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 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.