What are the responsibilities and job description for the Financial Fiduciary Advisor - Series 65 position at Roberts Wealth Management?
Join Roberts Wealth Management, a family owned business since 2000, with a team of over 40 All Stars dedicated to serving thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," reflects our commitment to providing exceptional financial services and a caring approach to wealth management.
As a Financial Fiduciary Advisor at Roberts Wealth Management, you will play a vital role in helping our clients achieve their financial goals. We are seeking a talented individual to join our team.
We offer a unique opportunity where our advisors are fully supported by our in house marketing team and client liaisons. We schedule all meetings for our advisors, allowing you to focus on what you do best. Our advisors consistently have 4 to 6 meetings per day, creating one of the highest volume opportunities in the industry while delivering first class service to both clients and advisors.
Qualifications:
- Series 65 license required
- Life insurance license required
- Bachelor's degree in Finance, Business, or 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
Job Type: Full-time
Pay: $70,000.00 - $110,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
Experience:
- Financial Planning and Sales: 5 years (Required)
Work Location: In person
Salary : $70,000 - $110,000