Finance Jobs in Biloxi, MS

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5mo ago

Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Biloxi, MS

Biloxi, MS

5mo ago Closed

$70k - $110k/yr Full time Marketing 65 Advisor

This position is no longer accepting applications (closed Apr 29, 2026).

Job Description

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

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