Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Wealth Management Client Associate (Insurance/ Investments Processor)
Who We Are:
Roberts Wealth Management, a beacon of excellence in the financial advisory landscape from Biloxi, Mississippi, is dedicated to transforming the approach to retirement planning. With over thirty years of outstanding service, bolstered by an energetic team and dynamic marketing efforts, we spearhead the development of customized financial strategies.
The Opportunity:
Are you prepared to embrace a position that truly influences people's futures? Where each task you undertake helps someone progress towards their retirement aspirations? We are on the lookout for a Wealth Management Client Associate, an integral component of our journey towards financial empowerment. Your proficiency in handling the intricacies of annuity applications, especially fixed-indexed annuities, along with life insurance and SEC-registered RIA processes, will be crucial to fulfilling our commitment to our clients: guaranteeing security, fostering expansion, and providing tranquility.
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Required Qualifications and Skills:
Why Join Us?
Joining Roberts Wealth Management is not just about accepting a job; it's an invitation to start a career brimming with possibilities for advancement, the fulfillment of significantly impacting people's lives, and the chance to lead in the realm of financial innovation. Your efforts will deeply affect many, leading them towards a future of financial stability and happiness. This is your chance to rise above the conventional, immerse yourself in a role of meaningful purpose, and be part of a team that prizes diligence, commitment, and a genuine will to assist others. This opportunity represents more than just a job offer; it's a call to carve out your destiny.
This position does not accept remote applicants.
Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
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Compensation package:
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Work Location: In person
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