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Senior Financial Advisor
2 months ago
Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Are You Ready for the Opportunity of a Lifetime? Do you have a passion for guiding people through their financial planning? Are you seeking a role where your expertise is genuinely valued by clients? Roberts Wealth Management is expanding rapidly, and we're looking for talented Financial Advisors to join our growing team. Base3d in the beautiful town of Daphne, Alabama, we are an independent firm specializing in retirement planning, and wealth management, with a mission to make a positive difference in our clients' lives. Who We Are: At Roberts Wealth Management, we focus on delivering comprehensive financial planning for all. Our primary clients are individuals ages 50-75, with liquid investable assets ranging from $500,000 to $5,000,000. Our success is built on a strong marketing strategy, including national TV and radio shows, digital marketing, and live events, ensuring a consistent flow of prospects eager to benefit from our expertise. Why You’ll Love Working With Us: No Prospecting Required: Our marketing efforts keep your schedule full of client meetings. Growth and Development: We’re dedicated to helping you grow professionally with continuous learning opportunities. Supportive Team Environment: Join a team that values reliability, dedication, and a genuine passion for helping others. Your Role: As a Financial Advisor at Roberts Wealth Management, you’ll guide clients through our specialized financial planning process, crafting personalized plans that align with their unique needs. You’ll work with fee-based investments, fixed-indexed annuities, and life insurance to develop well-rounded financial solutions. What You’ll Do: Lead financial planning sessions with clients. Develop and present tailored financial plans that meet clients' specific goals. Manage client portfolios and provide ongoing support and advice. Utilize your sales and closing skills to turn prospects into long-term clients. Stay updated on industry trends and best practices to continuously improve your expertise. What We’re Looking For: 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. Experience working directly with clients is a plus. Skills: Strong sales, closing, and communication skills. Must be reliable, coachable, and eager to learn. Personal Traits: Hard-working, motivated, and driven by a passion for helping others. What We Offer: A steady stream of clients ready to meet with you. A supportive environment that fosters professional growth. Opportunities to make a meaningful impact on clients' lives and contribute to the success of our firm. Ready to Apply? Don’t miss this incredible opportunity to join a company that truly values your skills and dedication. Apply today to become part of the Roberts Wealth Management team and help us continue our mission of improving lives through expert financial planning and exceptional client service. Please Note: This is an in-person role; remote applicants will not be considered. Roberts Wealth Management is an equal-opportunity employer. #J-18808-Ljbffr
