Jim Gilbert
About Jim Gilbert
Jim Gilbert serves as the Regional Director at Concourse Financial Group, where he has worked since 2021. He has extensive experience in the financial services industry, having previously held positions at MAIN Financial Services and PLANCO.
Work at Concourse Financial Group
Jim Gilbert has served as the Regional Director at Concourse Financial Group since 2021. In this role, he operates in Southeastern Pennsylvania, focusing on assisting financial advisors in customizing solutions tailored to their clients' risk-based needs. His responsibilities include providing educational events aimed at helping advisors identify opportunities and solutions for their clients. Gilbert emphasizes simplifying the process for advisors to direct them toward the most effective solutions.
Previous Experience in Financial Services
Before joining Concourse Financial Group, Jim Gilbert held the position of Vice President of Marketing at MAIN Financial Services from 1997 to 2016, where he worked for 19 years. His career in the financial sector began at PLANCO, where he served as an Internal Wholesaler from 1994 to 1996 for a duration of 2 years. This extensive experience in various roles within the financial services industry has contributed to his expertise in advisor support and client solutions.
Education and Expertise
Jim Gilbert earned a Bachelor of Science (B.S.) degree in Business, Management, Marketing, and Related Support Services from Bloomsburg University of Pennsylvania. He attended the university from 1988 to 1992, completing his studies over a four-year period. His educational background provides a foundation for his work in financial services and advisor support.