Maxwell Roberto-Bailey
Financial Advisor Assistant at Rosselot Financial Group
- Role
- Financial Advisor Assistant at Rosselot Financial Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Maxwell Roberto-Bailey
Focus in supporting advisors with client service, operations, and insurance-related…
Experience
Financial Advisor Assistant
May 2024 — Present · Cincinnati, OH, US
I’m currently gaining experience in the financial planning industry, with a focus on operations, marketing, and insurance services. My role includes managing CRM systems, filing and processing paperwork, entering data into wealth management software, and supporting ProActive Reviews. I work closely with advisors on day-to-day tasks to help ensure smooth client service and efficient workflow.I support two distinct areas:Financial Advising Support – Assisting with planning processes, client reviews, and advisor coordination.Insurance Services – Specializing in insurance planning and processing, bringing expertise to help streamline case management and product implementation.This dual-role experience is giving me a well-rounded foundation in both financial advising and insurance operations.
Education
LaSalle High School
High School Diploma, General Education
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration - BBA, Finance, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.