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Financial Advisor

1 month ago

Orlando, United States Magellan Financial Inc Full time

Financial Advisor at Roberts Wealth Management

(www.RobertsWealth.com) Seize the Opportunity of a Lifetime Are you passionate about helping people plan their financial futures? Do you want a role where clients are lined up, eager for your expertise? Roberts Wealth Management in sunny Pensacola, Florida, is looking for talented Financial Advisors like you to join our rapidly growing team. We’re an independent retirement planning, wealth management, and Registered Investment Advisory firm dedicated to making a real difference in our clients' lives. Who We Are: Roberts Wealth Management believes in comprehensive financial planning for everyone. We focus on clients aged 50-75 with $500,000 to $5,000,000 in liquid investable assets. Our success comes from a powerful marketing operation, including national TV and radio shows, digital marketing, and live events. This means you’ll always have a steady stream of prospects eager for your help. Why You’ll Love Working With Us: No Prospecting Needed:

Our marketing efforts ensure your schedule is filled with clients. Growth and Development:

We invest in your professional growth with continuous learning opportunities. Supportive Team Environment:

Join a team that values reliability, dedication, and a passion for helping others. Role Overview: As a Financial Advisor at Roberts Wealth Management, you will guide clients through our proprietary financial planning process, developing tailored plans that meet their unique needs. You’ll work with fee-based investments, fixed-indexed annuities, and life insurance to create comprehensive financial solutions. Primary Responsibilities: Conduct financial planning sessions with clients. Develop and present customized financial plans. Manage client portfolios and provide ongoing support and advice. Use your sales and closing skills to convert prospects into long-term clients. Stay informed on industry trends and best practices to continuously enhance your expertise. Qualifications and Skills: Licenses Required:

Active Life and Health Insurance License, Active Series 65 or 66 License. Experience:

Some experience in financial advising or a related field is preferred. Client-facing experience is a plus. Skills:

Exceptional sales, closing, and communication skills. Must be reliable, coachable, and eager to learn. Personal Traits:

Hard-working, motivated, and driven by the desire to help people. What We Offer: A steady flow of clients ready to meet with you. A supportive environment that fosters professional growth. Opportunities to make a significant impact on clients' lives and our firm's success. Ready to Apply? Don’t miss out on this unique opportunity to join a firm that values your skills and dedication. Apply now to become part of the Roberts Wealth Management family and help us continue making the world a better place through expert financial planning and client care. This job does not accept remote applicants. Roberts Wealth Management is an equal opportunity employer.

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