Wealth Management Associate

3 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 leading financial advisory firm located in Biloxi, Mississippi, is dedicated to transforming retirement planning. Boasting over thirty years of outstanding service, bolstered by a dynamic team and robust marketing efforts, we excel in devising customized financial strategies.


The Opportunity:

Are you prepared to take on a role that truly influences people's futures? Where each action you take helps someone achieve their retirement objectives? We are looking for a Wealth Management Client Associate, a crucial contributor to our mission of financially empowering our clients. Your skill in handling the intricacies of annuity applications, especially fixed-indexed annuities, along with life insurance and SEC-registered RIA processes, will be vital in fulfilling our commitment to our clients: ensuring security, fostering growth, and delivering peace of mind.


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 more than starting a job; it's a gateway to a career brimming with opportunities for advancement, the fulfillment of significantly impacting people's lives, and a position at the cutting edge of financial innovation. Your efforts will deeply influence many, steering them toward a future of financial stability and well-being. This is your opportunity to rise above the ordinary, immerse yourself in a meaningful role, and become part of a team that values hard work, commitment, and a genuine desire to assist others. This offer is more than just a job—it's an invitation to carve out your own unique path.


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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