Wealth Management Associate

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Biloxi, United States Magellan Financial & Insurance Services, Inc. Full time

Client Service Representative (Insurance/ Investments Processor)

Who We Are:

Roberts Wealth Management, a beacon of excellence in the financial advisory landscape from Biloxi, Mississippi, is dedicated to transforming the approach to retirement planning. With over thirty years of outstanding service, bolstered by an energetic team and dynamic marketing efforts, we spearhead the development of customized financial strategies.

The Opportunity:

Are you prepared to embrace a position that truly influences people's futures? Where each task you undertake helps someone progress towards their retirement aspirations? We are on the lookout for a Wealth Management Client Associate, an integral component of our journey towards financial empowerment. Your proficiency in handling the intricacies of annuity applications, especially fixed-indexed annuities, along with life insurance and SEC-registered RIA processes, will be crucial to fulfilling our commitment to our clients: guaranteeing security, fostering expansion, and providing tranquility.

Primary Responsibilities:

  • Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction.
  • Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience.
  • Collaborative efforts with our advisory team, enhancing our service delivery through your detailed and organized work ethic.

Required Qualifications and Skills:

  • Proven prowess in "Firelight" application software and a thorough understanding of fixed-indexed annuity applications.
  • Experience with life insurance applications, new account paperwork for Fee-Based Advisory business, and ACAT paperwork.
  • A detail-oriented, dependable character with a penchant for teamwork and a client-first mindset.
  • Eagerness to learn, adapt, and grow within our process and procedures, with an eye on long-term career advancement.
  • A blend of motivation, hard work ethic, and a slight financial drive, ready to embrace the opportunities our thriving environment offers.

Why Join Us?

Joining Roberts Wealth Management is not just about accepting a job; it's an invitation to start a career brimming with possibilities for advancement, the fulfillment of significantly impacting people's lives, and the chance to lead in the realm of financial innovation. Your efforts will deeply affect many, leading them towards a future of financial stability and happiness. This is your chance to rise above the conventional, immerse yourself in a role of meaningful purpose, and be part of a team that prizes diligence, commitment, and a genuine will to assist others. This opportunity represents more than just a job offer; it's a call to carve out your destiny.

This position does not accept remote applicants.

Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.

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