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Financial Advisor

3 months 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:

Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are dedicated to guiding our clients toward a secure and prosperous retirement. We offer a comprehensive range of services, such as wealth management, estate planning, and insurance consulting, each customized to suit the distinct financial paths of our clients. With a thorough understanding of each client's specific financial circumstances, we provide personalized advice and support, similar to the careful guidance of a family member, directing them toward a financial strategy based 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 founded on the essential principles of family values and the quest for financial independence. With more than thirty years of respected history, our foremost objective is to lead individuals to financial security. We emphasize trust, insight, and appreciating our clients beyond just their financial assets. By joining our team, you become part of a committed group focused on profoundly influencing our clients' lives.


Please note, this job is not accepting remote applicants.


Roberts Wealth Management is an equal-opportunity employer.