Financial Advisor

3 weeks ago

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

Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)


Who We Are:

Roberts Wealth Management exceeds the usual offerings in the financial industry. Our seasoned financial advisors concentrate on directing our clients toward a stable and secure retirement. We provide a comprehensive array of services including wealth management, estate planning, and insurance consulting, all tailored to align with the individual financial trajectories of our clients. Dedicated to understanding each client’s unique financial circumstances, we deliver personalized advice and support, similar to the careful guidance one would expect from a family member, steering them toward a financial strategy based on core values.


The Role:

We are actively recruiting a Financial Advisor to join our dynamic team, with positions available in our Sugarland, Katy, and The Woodlands branches throughout the lively Houston Metro area. As a Financial Advisor at Roberts Wealth Management, you will be a key player in driving our company's rapid growth. This role is perfect for individuals who are passionate about financial planning and committed to positively impacting the lives of others, particularly those looking to grow their client base or reach a wider community. To support you in overcoming the challenge of acquiring clients, we provide a roster of potential clients who are interested in your services in financial planning, retirement planning, investment management, and insurance planning.


Primary Responsibilities:

  • Conduct comprehensive financial planning for clients, especially those aged 50-75 with significant investable assets.
  • Utilize a variety of financial tools including fee-based investments, fixed-indexed annuities, and life insurance.
  • Work within our strong marketing operation, leveraging TV and radio shows, digital marketing, and live events to connect with potential clients.
  • Commit to ongoing development and learning to reach your full potential as a financial advisor.

Qualifications and Skills:

  • Active Life and Health Insurance License and Series 65 or 66 License.
  • Strong sales, communication, and closing skills.
  • Experience in front of clients is preferred, but not mandatory.
  • Coachable, hard-working, and motivated with a desire to help people and grow with the company.
  • Fluent in Urdu and Hindi


Our Culture and Vision:

Roberts Wealth Management stands on the core principles of family values and the quest for financial independence. Boasting a proud legacy of over thirty years, our primary mission is to lead individuals to financial security. We emphasize trust, insight, and valuing our clients beyond their financial assets. By joining our team, you become part of a dedicated group committed to making a significant impact in the lives of our clients.


Please note, this job is not accepting remote applicants.


Roberts Wealth Management is an equal-opportunity employer.

  • Financial Advisor

    1 week ago

    Houston, Texas, United States LPL Financial Full time

    Financial Advisor – Alliant Credit UnionYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Alliant Credit Union in Houston, TX would allow you to join the Investment Program at Alliant Credit Union as a Financial...

  • Financial Advisor

    7 days ago

    Houston, Texas, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Houston, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...

  • Experienced Financial Advisor

    4 days ago

    Houston, United States Cetera Financial Group Full time

    Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives. Why We Think You’ll Like It Here Our team of forward-thinkers...

  • Financial Advisor

    2 weeks ago

    Houston, United States Strategic Financial Group Full time

    Financial Services Professional:  Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    3 weeks ago

    Houston, United States Strategic Financial Group Full time

    Financial Services Professional:  Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    3 weeks ago

    Houston, United States Strategic Financial Group Full time

    Financial Services Professional:  Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    2 months ago

    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionEmbark on a Career as a Financial Services Professional at Strategic Financial GroupJoin the ranks of Strategic Financial Group, an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer. Our mission? To champion financial independence, future preparedness, and community impact...

  • Financial Advisor

    3 weeks ago

    Houston, United States Strategic Financial Group LLC Full time

    Financial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...

  • Financial Advisor

    1 month ago

    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionFinancial Services Professional: Entry-Level OpportunityEmbark on a transformative career with Strategic Financial Group, a leading financial planning firm and esteemed General Agency of MassMutual—a Fortune 100 titan renowned for empowering communities and individuals since 1851. As a Financial Advisor, you'll play a...

  • Voya Houston Financial Advisor

    1 month ago

    Houston, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment,...

  • Voya Houston Financial Advisor

    1 month ago

    Houston, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Financial Advisor

    2 weeks ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning,...

  • Financial Advisor

    3 days ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Management transcends standard financial services by offering personalized guidance to ensure a secure and prosperous retirement for our clients. Our expert financial advisors provide a comprehensive suite of services, including wealth...

  • Financial Advisor

    2 weeks ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...

  • Financial Advisor

    2 weeks ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...

  • Financial Advisor

    15 hours ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (Who We Are:Roberts Wealth Management transcends standard financial services by offering personalized guidance to ensure a secure and prosperous retirement for our clients. Our expert financial advisors provide a comprehensive suite of services, including wealth management, estate planning, and...

  • Financial Advisor

    4 days ago

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

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management transcends standard financial services by offering personalized guidance to ensure a secure and prosperous retirement for our clients. Our expert financial advisors provide a comprehensive suite of services, including wealth management,...

  • Financial Advisor

    4 weeks ago

    Houston, United States CNI Consulting Inc. Full time

    Job Description FINANCIAL ADVISOR Overview Our client is currently seeking an experienced Financial Advisor to join their growing team. The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to provide...

  • Financial Advisor

    4 days ago

    Houston, United States The Fitzpatrick Group Full time

    Ready to make a difference?The Fitzpatrick Group is on a mission to disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first.The financial services industry has consistently put profits first. The misleading math, the fees, and the sales tactics have...

  • Associate Financial Advisor

    3 weeks ago

    Houston, United States Prime Capital Investment Advisors Full time

    Prime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...