Wealth Advisor/Sales Manager

Job Description As the Wealth Advisor/Sales Manager, you will serve as a dedicated fiduciary for our clients and the primary architect of our firm's expansion. You will lead the expansion of our firm from a successful practice into a robust, multi-service organization, managing a diverse book of business through holistic planning while driving our strategic growth phase. In this role, you will align our long-term vision with daily execution, mentoring the advisory team and optimizing processes to lead our mission of reaching $100 million in annual production by 2030.Series 65 and Life and Health Insurance Mandatory.Company DescriptionRonald Roberts Financial & Insurance Services is a family-owned firm that has been dedicated to helping families build and protect their wealth since 1990.Company DescriptionRonald Roberts Financial & Insurance Services is a family-owned firm that has been dedicated to helping families build and protect their wealth since 1990.