- Conduct comprehensive financial planning for clients, especially those aged 50-75 with significant investable assets.
- Utilize a variety of financial tools including fee-based investments, fixed-indexed annuities, and life insurance.
- Work within our strong marketing operation, leveraging TV and radio shows, digital marketing, and live events to connect with potential clients.
- Commit to ongoing development and learning to reach your full potential as a financial advisor.
- Active Life and Health Insurance License and Series 65 or 66 License.
- Strong sales, communication, and closing skills.
- Experience in front of clients is preferred, but not mandatory.
- Coachable, hard-working, and motivated with a desire to help people and grow with the company.
- Fluent in Urdu and Hindi
Financial Advisor - Houston, United States - Magellan Financial & Insurance Services, Inc.
Description
Job Opportunity: Financial Advisor at Roberts Wealth Management )
Who We Are:
Roberts Wealth Management goes beyond the standard services in the financial industry. Our experienced financial advisors focus their skills on guiding our clients towards a stable and reliable retirement. We offer a wide range of services such as wealth management, estate planning, and insurance consulting, all customized to meet the unique financial paths of our clients. With a commitment to understanding each client's specific financial situation, we provide personalized advice and support, akin to the nurturing guidance of a family member, leading them to a financial strategy rooted in fundamental values.
The Role:
We are actively seeking a Financial Advisor to join our energetic team, with opportunities available at our Sugarland, Katy, and The Woodlands branches in the vibrant Houston Metro area. As a Financial Advisor at Roberts Wealth Management, you will play a pivotal role in our company's accelerated growth. This position is ideal for individuals passionate about financial planning and eager to make a positive impact on the lives of others, especially those looking to expand their clientele or serve a broader community. To help you overcome the challenge of client acquisition, we provide a list of potential clients who are interested in your expertise in financial planning, retirement planning, investment management, and insurance planning.
Primary Responsibilities:
Qualifications and Skills:
Our Culture and Vision:
Roberts Wealth Management is built on the foundational values of family ethics and the pursuit of financial independence. With a proud history spanning over thirty years, our main goal is to guide individuals to financial security. We prioritize trust, insight, and appreciating our clients for more than just their financial assets. Joining our team means becoming part of a committed group focused on making a meaningful difference in the lives of our clients.
Please note, this job is not accepting remote applicants.
Roberts Wealth Management is an equal-opportunity employer.