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Financial Advisor
2 months ago
Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)
Who We Are:
Roberts Wealth Management goes beyond conventional financial services. Our expert financial advisors are dedicated to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, including wealth management, estate planning, and insurance consulting, all tailored to suit the unique financial paths of each client. With a deep understanding of every client's individual financial situation, we provide customized advice and support, similar to the thoughtful guidance of a family member, directing them toward a financial strategy rooted in fundamental values.
The Role:
We are actively looking for a Financial Advisor to join our energetic team, with openings available at our branches in Sugar Land, Katy, and The Woodlands within the vibrant Houston Metro area. As a Financial Advisor at Roberts Wealth Management, you will play a crucial role in our company’s rapid growth. This position is ideal for those who are passionate about financial planning and dedicated to positively impacting the lives of others, particularly those looking to expand their client base or serve a broader community. To support your client acquisition efforts, we provide a list of potential clients who are interested in your expertise 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 is founded on the fundamental values of family and the pursuit of financial independence. With more than thirty years of distinguished history, our primary aim is to guide individuals towards financial security. We prioritize trust, insight, and valuing our clients beyond their financial assets. Joining our team means becoming part of a dedicated group committed to making a profound impact on the lives of our clients.
Please note, this job is not accepting remote applicants.
Roberts Wealth Management is an equal-opportunity employer.