Coastal Wealth · 1 day ago
Financial Advisor
Miami, FL
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $125K/yrCoastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. As a Financial Advisor, you will assist clients in defining their financial goals and creating tailored investment plans while being part of a dynamic team.
Financial Services
Responsibilities
Assist clients in defining their financial goals and creating tailored investment plans
Conduct thorough financial assessments to recommend appropriate products and services
Develop and maintain strong client relationships through exceptional customer service
Stay informed on market trends and investment strategies to provide informed advice
Participate in ongoing training and professional development to enhance your expertise
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or related field
Strong analytical skills and attention to detail
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Motivated and eager to learn about the financial services industry
Preferred
Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus
Prior experience in customer service or sales is advantageous
Familiarity with financial planning software and tools
Basic understanding of investment products and financial markets
Community involvement or volunteer experience in finance-related initiatives
Company
Coastal Wealth
Coastal Wealth provide comprehensive wealth management services.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Erica Silverstein
Administrative Partner at Wealth Solutions Partners
Luis Hernandez (Wicho)
Partner
Company data provided by crunchbase