Job Description. Roberts Wealth Management is seeking a warm, professional, and organized. Director of First Impressions. to join our growing team. In this role, you will serve as the face of our office, ensuring clients receive the exceptional experience they deserve. This is a dynamic position requiring excellent customer service skills, strong attention to detail, and a positive, can-do attitude. Responsibilities. Greet clients and visitors wa...
Company Overview. Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind. Specializing in retirement planning, wealth management, and income strategies, the firm primarily serves the mass affluent, retirement-aged demographic through fee-based managed money and fixed-indexed annuities (FIAs). Martin Wealth Solutions is not affili...
