Financial Fiduciary Advisor - Series 65

Join Roberts Wealth Management as a Financial Fiduciary Advisor, guiding clients toward financial goals with in-house marketing support and a high-volume meeting cadence.

Responsibilities

• Support clients in reaching their financial objectives.
• Coordinate and schedule all advisor meetings through the in-house marketing team and client liaisons.
• Provide exceptional service to both clients and advisors.
• Maintain a high cadence of client meetings, averaging four to six per day.

Requirements

• Series 65 license required
• Life insurance license required

Benefits

• Dental insurance
• Health insurance
• Life insurance

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

Schedule

• 8 hour shift

Supplemental Pay

• Bonus opportunities

Experience

• Financial Planning and Sales: 5 years (Required)

Work Location

• In person, Pensacola, FL