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Financial Advisor
4 months ago
Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)
Who We Are:
Roberts Wealth Management transcends standard financial services by offering personalized guidance to ensure a secure and prosperous retirement for our clients. Our expert financial advisors provide a comprehensive suite of services, including wealth management, estate planning, and insurance consulting, tailored to the unique financial needs of each client. With a thorough understanding of individual financial situations, we deliver customized advice and support, similar to the thoughtful counsel of a family member, fostering financial strategies grounded in core values.
The Role:
We are actively seeking a Financial Advisor to join our dynamic team, with opportunities available at our branch in The Woodlands, TX. As a Financial Advisor at Roberts Wealth Management, you will play a crucial role in our company's rapid growth. This position is perfect for individuals passionate about financial planning and keen to make a meaningful impact on the lives of others, particularly those looking to expand their clientele or serve a wider 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 founded on the core values of family ethics and the pursuit of financial independence. With a proud history spanning over thirty years, 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 meaningful difference in the lives of our clients.
Please note, this job is not accepting remote applicants.
Roberts Wealth Management is an equal-opportunity employer.
