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 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 planning, and insurance consulting, each tailored to the specific financial journeys of our clients. With a comprehensive understanding of each client's unique financial situation, we provide personalized advice and support, akin to the thoughtful guidance you would receive from a family member, directing them toward a financial strategy anchored in core values.


The Role:

Roberts Wealth Management goes beyond typical financial offerings. Our experienced financial advisors are dedicated to guiding our clients toward a secure and prosperous retirement. We deliver a comprehensive suite of services, including wealth management, estate planning, and insurance consulting, each customized to the individual financial paths of our clients. Armed with a profound understanding of each client's specific financial circumstances, we provide customized advice and support, akin to the considerate guidance one might expect from a family member, directing them toward a financial strategy founded on core values.


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 grounded in the core principles of family values and the pursuit of financial independence. With more than thirty years of distinguished history, our main objective is to lead individuals to financial security. We focus on trust, insight, and recognizing the value of our clients beyond their financial holdings. Joining our team means becoming a part of a committed group dedicated to profoundly influencing our clients' lives.


Please note, this job is not accepting remote applicants.


Roberts Wealth Management is an equal-opportunity employer.


  • 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...


  • 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...


  • 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

    2 weeks 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...


  • 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

    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...

  • 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 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

    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 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,...


  • 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...


  • 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

    3 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

    3 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 Advisor

    3 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...


  • Houston, United States Frost Bank Full time

    Job Description It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you...

  • Financial Aid Advisor

    4 weeks ago


    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students and...


  • Houston, Texas, United States BOK Financial Full time

    About the RoleAs a Private Wealth Advisor at BOK Financial Corporation Group, you will be responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. You will have the autonomy to focus on diverse service offerings, including our Registered Investment Advisor (RIA)...


  • Houston, Texas, United States Inception Fertility Corporate Services Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Medical Financial Advisor to join our team at Inception Fertility Corporate Services. As a key member of our financial services team, you will be responsible for ensuring accurate and timely processing of patient accounts, coordinating all facets of patient accounts, credits, and collection of...

  • Financial Aid Advisor

    4 weeks ago


    Houston, United States Universal Technical Institute Full time

    Overview: Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, youll be the friendly guide that students and their families rely on to make sense of financial aid, from securing resources to understanding the process. If youre detail-oriented,...