Finance Jobs in Mandeville, LA

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1mo ago

Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Mandeville, LA

Mandeville, LA

1mo ago

$80k - $110k/yr Full time 65 Advisor Client Relations

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Job Description

About the Firm

Roberts Wealth Management is a family owned advisory firm operating since 2000. With a team of more than 40 professionals, we serve thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," reflects our commitment to delivering exceptional financial services with a caring approach to wealth management.

Role Overview

In the Financial Fiduciary Advisor position, you will play a pivotal role in guiding clients toward their financial goals. We are looking for a talented individual to join our team in a collaborative, client-focused environment.

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

Financial Planning and Sales: 5 years (Required)

Compensation

Annual salary: $80,000.00 - $110,000.00 per year

Benefits

Dental insurance
Health insurance
Life insurance

Employment Details

Job Type: Full-time
Schedule: 8 hour shift
Supplemental Pay: Bonus opportunities
Work Location: In person
Location: Mandeville, LA 70448

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