Financial Advisor

$145,000 - $175,000/Yr

Magellan Financial - Daphne, AL

Full-time - Entry Level

Onsite - Daphne, AL

Professional, Scientific, and Technical Services

About the position

Roberts Wealth Management is seeking a Financial Advisor to join their team in Daphne, Alabama. This role focuses on guiding clients through their financial journeys, particularly in retirement planning and wealth management. The position offers a supportive environment with no prospecting required, as the firm provides a steady stream of qualified leads through robust marketing efforts. Financial Advisors will create personalized financial plans and manage client portfolios, ensuring clients achieve their financial goals.

Responsibilities

• Lead Financial Planning Sessions: Conduct personalized financial planning sessions, developing tailored solutions for clients.
• Create Customized Financial Plans: Design and present financial plans that address clients' unique retirement and financial needs.
• Manage Portfolios: Oversee client portfolios, offering ongoing support and advice to ensure financial success.
• Convert Prospects to Clients: Use your sales and closing skills to build lasting relationships with new clients.
• Stay Informed: Keep up with industry trends and best practices to continue growing as a professional.

Requirements

• Active Life, Health, and Annuity License; Series 65 or 66 License (Required).
• Experience in financial advising or a related field is preferred.
• Strong sales, closing, and communication skills are essential.
• Reliability, coachability, and teamwork are important traits.

Nice-to-haves

• Client-facing experience is a plus.
• Personal traits such as being hard-working, money-motivated, and driven by a passion for helping others.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance