Financial Fiduciary Advisor - Series 65

Overview

Roberts Wealth Management is a family owned firm operating since 2000, with a team of more than 40 top performers serving thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," highlights our commitment to delivering exceptional financial services with a caring approach to wealth management. As a Financial Fiduciary Advisor, you will play a key role in helping clients reach their financial goals. We are seeking a talented professional to join our team. Advisors are fully supported by an in-house marketing team and client liaisons, and all meetings are scheduled for you so you can concentrate on your core strengths. On average, our advisors conduct 4 to 6 meetings per day, providing a strong volume opportunity while delivering first class service to clients and colleagues.

Responsibilities

• Guide clients toward their financial objectives as a fiduciary advisor
• Rely on in-house marketing and client liaison support to handle scheduling and outreach
• Operate in a high-volume meeting environment, typically averaging 4 to 6 client meetings per day
• Deliver comprehensive financial planning and wealth management services with a focus on excellence

Qualifications

• Series 65 license required
• Life insurance license required
• Bachelor’s degree in Finance, Business, or a related field preferred
• Proven experience in financial advising or wealth management
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience in Financial Planning and Sales: 5 years (Required)

Compensation & Benefits

Salary: $70,000.00 - $110,000.00 per year

• Dental insurance
• Health insurance
• Life insurance

Job Type: Full-time

Location

Biloxi, MS 39531 (In person)