Experienced Financial Planner @ Coastal Wealth | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Experienced Financial Planner jobs in United States
Be an early applicantLess than 25 applicants
company-logo

Coastal Wealth · 14 hours ago

Experienced Financial Planner

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$80K/yr - $110K/yr
ftfMaximize your interview chances
Financial Services

Insider Connection @Coastal Wealth

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Provide excellent service to help clients meet their financial goals
Maintain long-term advisor relationships
Demonstrate industry knowledge and great communication skills
Pay meticulous attention to detail

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial AdvisoryClient Relationship Management

Required

Proven track record of long-term advisor relationships
Wealth of industry knowledge
Great communication skills
Meticulous eye for detail

Company

Coastal Wealth

twittertwitter
company-logo
Coastal Wealth provide comprehensive wealth management services.
dateFounded in 2016
location
Fort Lauderdale, Florida, USA
people-size51-200 employees
web-link
https://www.mycoastalwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Erica Silverstein
Administrative Partner at Wealth Solutions Partners
linkedin
leader-logo
Luis Hernandez (Wicho)
Partner
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot