Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 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.
Primary Responsibilities:
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
Benefits:
Compensation package:
Schedule:
Work Location: In person