We have other current jobs related to this field that you can find below

  • Financial Advisor

    2 months ago

    Houston, United States Cetera Advisor Networks LLC Full time

    Join a dynamic team at Cetera Wealth Management Group!If you are driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals!Cetera Wealth Management Group is a nationwide network of independent financial services firms seeking motivated...

  • Experienced Financial Advisor

    4 weeks ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Experienced Financial Advisor

    4 weeks ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Financial Advisor

    3 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

    6 days ago

    Houston, United States Strategic Financial Group LLC Full time

    Financial Services Professional: Entry-Level 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, gain their...

  • Financial Advisor

    1 month ago

    Houston, United States Corebridge Financial Full time

    We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...

  • Financial Advisor

    1 month ago

    Houston, United States Magellan Financial Inc Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Management offers more than standard financial services. Our skilled financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a wide array of services, including wealth management, estate...

  • Voya Houston Financial Advisor

    3 months 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 provides more than conventional financial services. Our skilled financial advisors are dedicated to guiding our clients toward a secure and affluent retirement. We offer a range of services, including wealth management, estate...

  • Financial Advisor

    1 month 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 offers more than standard financial services. Our skilled financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a wide array of services, including wealth management, estate...

  • Financial Advisor

    4 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 offers more than just traditional financial services. Our expert financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a variety of services, including wealth management, estate...

  • 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 provides more than conventional financial services. Our skilled financial advisors are dedicated to guiding our clients toward a secure and affluent retirement. We offer a range of services, including wealth management, estate planning,...

  • Financial Advisor

    3 months ago

    Houston, United States Edward Jones Full time

    Job Overview Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement,...

  • Financial & Wealth Advisors

    2 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Job DescriptionJob DescriptionCompany DescriptionCCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors.Job DescriptionOverview:We are...

  • Financial & Wealth Advisors

    2 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Company Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors. Job DescriptionOverview: We are seeking a highly motivated and...

  • Financial Advisor

    2 months ago

    Houston, United States Navy Federal Credit Union Full time

    To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) o Financial Advisor, Financial, Advisor, Banking

  • Financial Advisor

    2 weeks ago

    Houston, TX, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll...

  • Financial Aid Advisor

    2 months ago

    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students,...

  • Financial Advisor

    2 months ago

    Houston, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionCUSO Financial Services, LP (CFS) is seeking a Financial Advisor ideally located in the Houston, TX area to work remotely and provide investment services for members of Rave Financial. Rave Financial was chartered July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union. It was one of the first federal credit...

  • Financial Aid Advisor

    2 months ago

    Houston, United States Universal Technical Institute Full time

    Overview: The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers as they move through the financial aid process. A successful candidate will enjoy working collaboratively...

Financial Advisor

1 month 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 offers more than standard financial services. Our skilled financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a wide array of services, including wealth management, estate planning, and insurance consulting, all tailored to the unique financial journeys of each client. With a deep understanding of each client's individual financial situation, we offer personalized advice and support, akin to the thoughtful guidance of a family member, leading them towards a financial strategy grounded in fundamental values.


The Role:

We are actively seeking a Financial Advisor to join our dynamic team, with positions 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 vital role in our company's rapid growth. This position is perfect for individuals who are passionate about financial planning and dedicated to making a positive impact on others, especially 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 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 built on the core values of family and the pursuit of financial independence. With over thirty years of distinguished history, our primary goal is to guide individuals toward 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.