Financial Advisor at Roberts Wealth Management
Locations: Sugar Land, Katy, and The Woodlands, TX
Website:
Who We Are:
At Roberts Wealth Management, we are more than just a financial service firm - we are trusted advisors committed to helping clients achieve a secure and prosperous retirement. Offering a comprehensive range of services, including wealth management, estate planning, and insurance consulting, we tailor our approach to meet the unique financial goals of each client. Our firm takes pride in providing personalized, family-oriented guidance, helping clients build financial strategies that reflect their core values.
The Role:
We are looking for a Financial Advisor to join our dynamic team, with opportunities available in Sugar Land, Katy, and The Woodlands, all within the Houston Metro Area. As a Financial Advisor at Roberts Wealth, you will play a pivotal role in the growth of our firm. This position is perfect for someone passionate about financial planning and dedicated to marketing a positive impact. Whether you're looking to expand your client base or serve a wider community, we provide the support you need through our strategic marketing efforts. Our locally and nationally broadcast television programs, radio shows, and dinner seminars ensure your schedule is consistently filled with new client meetings.
Key Responsibilities:
- Provide comprehensive financial planning for high-net-worth clients, particularly those nearing or in retirement.
- Offer a range of financial solutions, including fee-based investments, fixed-indexed annuities, and life insurance products.
- Leverage our robust marketing efforts, including TV and radio shows, digital campaigns, and live events, to engage with potential clients.
- Commit to continuous professional development to reach your full potential as a Financial Advisor.
Qualifications and Skills:
- Active Life and Health Insurance License, as well as a Series 65 or 66 License.
- Strong sales, communication, and closing abilities.
- Previous client-facing experience is preferred.
- Coachable, hardworking, and driven by a genuine desire to help others and grow within the company.
- Fluency in Urdu or Hindi and English is required.
Please Note: This is an in-person position and is not accepting remote applicants.
Roberts Wealth Management is an equal-opportunity employer.