Wealth Management Associate
3 weeks ago
Client Service Representative (Insurance/ Investments Processor)
Who We Are:
Roberts Wealth Management, a leader in the financial advisory industry located in Biloxi, Mississippi, is dedicated to transforming retirement planning. With 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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