Magellan Financial
Senior Financial Advisor
Magellan Financial, Houston, Texas, United States, 77246
Financial Advisor at Roberts Wealth Management
(www.RobertsWealth.com)
Location:
Sugar Land, Katy, and The Woodlands, Texas
Are you a driven financial advisor ready to take your career to the next level while making a meaningful impact on clients' lives? Then join us as we seek to provide comprehensive financial planning services to individuals entering their retirement. With 7 locations throughout the Gulf Coast and three of them located in the Greater Houston Area, we once again find ourselves in need of talented professionals like you to join our team.
Who We Are:
We are proud to be an independently owned Registered Investment Advisor specializing in retirement planning and servicing our clients with everything from estate planning to income planning. Throughout our history we have believed in taking an aggressive approach in marketing. While the strategies are ever changing our mindset remains the same. Through our locally broadcast TV and radio campaigns, digital marketing, and live events we consistently keep our financial advisors calendars full with new client meetings.
Your Role:
As a Financial Advisor at Roberts Wealth, you'll guide clients through a personalized financial planning process, creating tailored solutions to meet their unique needs. You'll work with a range of financial products, including fee-based investments, fixed-indexed annuities, and life insurance, to provide well-rounded financial solutions.
What You'll Do:
Lead in-depth financial planning sessions with clients.
Develop customized financial plans to meet clients' retirement and investment objectives.
Manage client portfolios and offer ongoing advice and support.
Use your sales and closing skills to convert prospects into satisfied, long-term clients.
Stay current on industry trends and best practice to ensure continued success and expertise.
What We're Looking For:
Active Life, Health, and Annuity License.
(Required)
Active Series 65 or 66 License.
(Required)
3 years of client facing financial services experience.
(Required)
Strong sales, closing, and communication skills are essential.
Hard-working, motivated, goal-driven individuals will thrive here.
Ready to Apply?
If you're looking for a firm that values your expertise, dedication, and drive, don't miss this opportunity. Apply today and join us as we guide clients through the uncertainty of retirement while holding true to the foundational belief - Our clients are worth more than their wealth.
Please Note:
This is an in-person role; remote applicants will not be considered.
Roberts Wealth Management is an equal-opportunity employer.
Job Type: Full-time
Pay: $145,000.00 - $175,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location: In person
#J-18808-Ljbffr
(www.RobertsWealth.com)
Location:
Sugar Land, Katy, and The Woodlands, Texas
Are you a driven financial advisor ready to take your career to the next level while making a meaningful impact on clients' lives? Then join us as we seek to provide comprehensive financial planning services to individuals entering their retirement. With 7 locations throughout the Gulf Coast and three of them located in the Greater Houston Area, we once again find ourselves in need of talented professionals like you to join our team.
Who We Are:
We are proud to be an independently owned Registered Investment Advisor specializing in retirement planning and servicing our clients with everything from estate planning to income planning. Throughout our history we have believed in taking an aggressive approach in marketing. While the strategies are ever changing our mindset remains the same. Through our locally broadcast TV and radio campaigns, digital marketing, and live events we consistently keep our financial advisors calendars full with new client meetings.
Your Role:
As a Financial Advisor at Roberts Wealth, you'll guide clients through a personalized financial planning process, creating tailored solutions to meet their unique needs. You'll work with a range of financial products, including fee-based investments, fixed-indexed annuities, and life insurance, to provide well-rounded financial solutions.
What You'll Do:
Lead in-depth financial planning sessions with clients.
Develop customized financial plans to meet clients' retirement and investment objectives.
Manage client portfolios and offer ongoing advice and support.
Use your sales and closing skills to convert prospects into satisfied, long-term clients.
Stay current on industry trends and best practice to ensure continued success and expertise.
What We're Looking For:
Active Life, Health, and Annuity License.
(Required)
Active Series 65 or 66 License.
(Required)
3 years of client facing financial services experience.
(Required)
Strong sales, closing, and communication skills are essential.
Hard-working, motivated, goal-driven individuals will thrive here.
Ready to Apply?
If you're looking for a firm that values your expertise, dedication, and drive, don't miss this opportunity. Apply today and join us as we guide clients through the uncertainty of retirement while holding true to the foundational belief - Our clients are worth more than their wealth.
Please Note:
This is an in-person role; remote applicants will not be considered.
Roberts Wealth Management is an equal-opportunity employer.
Job Type: Full-time
Pay: $145,000.00 - $175,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location: In person
#J-18808-Ljbffr