Financial Fiduciary Advisor - Series 65

Roberts Wealth Management, a Biloxi, MS based firm, is seeking a Financial Fiduciary Advisor to join on site. This role guides clients toward their financial goals while benefiting from the support of an in-house marketing team and dedicated client liaisons, with a high-volume meeting schedule that emphasizes fiduciary service and clear, professional communication.

Responsibilities

• Support clients in achieving their financial objectives.
• Provide first-class service to both clients and advisors.

Requirements

• Series 65 license required
• Life insurance license required
• Bachelor's degree in Finance, Business, or related field preferred
• Proven experience in financial planning 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

Benefits

• Dental insurance
• Health insurance
• Life insurance

Experience

• Financial Planning and Sales: 5 years (Required)

Job Type

• Full-time

Pay

• $70,000 - $110,000 per year

Work Location

• On-site in Biloxi, MS