Financial Advisor

Financial Advisor – Your Next Great Career Move Awaits

Location: Mandeville, Louisiana

If you’re ready to spend your time doing what you do best—meeting with clients, building relationships, crafting retirement plans that change lives—and never again worrying about prospecting or cold-calling, this is your opportunity.

Imagine walking into your office every day with a full calendar of qualified appointments. Imagine a firm that invests heavily in marketing so your success is fueled, not stalled. Imagine your career advancing faster than you thought possible—with the income, support, and resources to match.

This is your chance to step into a thriving, fast-growing advisory firm where you can:

• Focus purely on client meetings, retirement planning, and closing new business.
• Leverage a marketing and scheduling engine that delivers a steady stream of high-quality prospects.
• Enjoy the independence of a fiduciary-driven firm with no broker-dealer affiliations limiting your advice.
• Be part of a winning team where compensation rewards your talent—without limits.

What You’ll Do:

• Meet with firm-provided prospects and existing clients.
• Understand each client’s retirement goals and build customized financial strategies.
• Deliver retirement solutions using managed money platforms and Fixed Indexed Annuities (FIAs).
• Communicate complex financial concepts simply and confidently.
• Convert prospects into long-term clients while strengthening relationships over time.

You’re Perfect for This Role If You:

• Hold an active Life Insurance License and a Series 65 License (or equivalent).
• Have a proven record of success in financial sales or advisory roles.
• Know retirement planning inside and out—and can explain it without jargon.
• Have hands-on experience recommending managed money and annuity solutions.
• Thrive in face-to-face client conversations and consistently close new business.

Even Better If You:

• Have experience working with mass affluent, retirement-aged clientele.
• Excel in highly supportive environments where your calendar is booked for you.

What’s In It for You:

• Substantial base salary to support your transition and growth.
• Generous bonuses tied to new client acquisition and assets under management.
• Full benefits package, including health and retirement plans.
• Unparalleled marketing support—no prospecting required.
• The firm will do whatever it takes to support and reward the right hire.

About Roberts Wealth Management: An independent, thriving financial advisory firm based in Mandeville, Louisiana, Roberts Wealth Management is known for delivering highly personalized retirement and wealth strategies. Built for advisors who want freedom, flexibility, and limitless potential, the firm is growing fast and is dedicated to helping you achieve career success while you help clients achieve financial freedom.

Your Next Step: The perfect career move doesn't come around often. This one is yours—if you act now. Apply today