Elite Financial Advisor - Lead Position

Full Time
Mobile, AL 36609
$150,000 - $400,000 a year
Posted
Job description

Company: Roberts Wealth Management (www.RobertsWealthAL.com)

Locations: Mobile, Daphne, Pensacola

Are you an exceptional financial advisor seeking to elevate your career to unprecedented heights? Do you have a knack for connecting with people and a passion for providing comprehensive financial planning solutions? If so, we have the perfect opportunity for you at Roberts Wealth.

We are seeking an Elite Financial Advisor to take on a lead role in our well-established and successful financial advisory firm. With our robust marketing machinery, including a weekly network TV show, a radio show, and live events, your calendar will be filled with eager prospects needing high-quality financial planning and money management services.

Key Responsibilities:

Client Acquisition: Leverage our proven marketing platforms to generate a steady stream of prospects and convert them into loyal clients.

Financial Planning: Provide clients with top-tier, personalized financial advice to help them achieve their financial goals.

Asset Gathering: Maximize our existing resources to manage and grow client assets effectively.

Team Collaboration: Work seamlessly with our skilled in-house team to deliver a superior client experience at every touchpoint.

The Ideal Candidate:

  • Is an elite closer with a proven track record in financial advisory roles.
  • Has a genuine love for people and a passion for financial planning.
  • Is ready to help more families than they ever thought possible.
  • Is eager to utilize our established systems and processes for maximum efficiency and effectiveness.

Why Join Us?

At Roberts Wealth Management, we offer more than just a job. We provide a career that fuels your ambition and rewards your excellence. You'll enjoy an elite starting compensation package, with the potential to earn a substantial income swiftly. Moreover, our dedicated team is on hand to support you in every aspect of the client experience, including marketing, planning, processing, and more.

This is the dream job for a financial advisor looking to take their career to the next level. If you're ready to step into a role that offers unparalleled growth and impact, apply today to join our team at Roberts Wealth Management. Your journey to success starts here.

Roberts Wealth Management is an equal-opportunity employer. All applicants will be considered for employment without considering race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Type: Full-time

Pay: $150,000.00 - $400,000.00 per year

Benefits:

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

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Mobile, AL 36609: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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