Coastal Wealth · 2 days ago
Financial Advisor
Orlando, FL
Full-time
Onsite
Mid Level
$70K/yr - $100K/yrCoastal Wealth is a financial solutions firm located in Orlando, FL, dedicated to empowering individuals and businesses in navigating their financial futures. As a Financial Advisor, you will develop personalized financial strategies for clients, offering guidance on investments and building lasting relationships.
Financial Services
Responsibilities
Partner with clients to develop personalized financial strategies and long-term plans
Offer guidance on investments, retirement, insurance, and wealth protection
Build lasting relationships and grow your client base through trust and results
Qualification
Required
215 License Needed
Mass Mutual Company
Must be in the Miami, FL area
Sales Experience Needed
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
Upside Earning Potential
Preferred
Series 7,6 and SIE preferred
Benefits
Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development – Coaching, mentorship, and advancement opportunities.
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