Financial Services Professional

2 days ago


Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full time
Financial Advisor Opportunity

At Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their retirement.

Key Responsibilities:
  • Provide comprehensive financial planning and investment advice to high-net-worth clients, particularly those nearing or in retirement.
  • Offer a range of financial solutions, including fee-based investments, fixed-indexed annuities, and life insurance products.
  • Leverage our robust marketing efforts to engage with potential clients and grow your client base.
  • Commit to continuous professional development to reach your full potential as a Financial Advisor.
Qualifications and Skills:
  • Active Life and Health Insurance License, as well as a Series 65 or 66 License.
  • Strong sales, communication, and closing abilities.
  • Previous client-facing experience is preferred.
  • Coachable, hardworking, and driven by a genuine desire to help others and grow within the company.
  • Fluency in Urdu or Hindi and English is required.

Please note that this is an in-person position and is not accepting remote applicants. Roberts Wealth Management is an equal-opportunity employer.



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