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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 planning, and insurance consulting, all tailored to the unique financial journeys of each client. The Role: As a Financial Advisor, you will guide our clients toward a secure and prosperous retirement, offering a comprehensive range of services such as wealth management, estate planning, and insurance consulting, each customized to suit their distinct financial paths. 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. Please note, this job is not accepting remote applicants. Roberts Wealth Management is an equal-opportunity employer. #J-18808-Ljbffr