Job Description
Job Description
Must be in Florida or Georgia
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$60,000 - $70,000
Responsibilities:
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Work with the existing client base and lead flow to generate new business
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact-gathering and needs analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications:
- Requires a Bachelor’s degree in finance, business administration, or related field
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Must be Series 7/6, Series 63/66 licensed and 215 licensed
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- BA, BS, and/or graduate degree or equivalent work experience required
About Company
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.