Coastal Wealth · 15 hours ago
Financial Advisor
Tampa, FL
Full-time
Onsite
Mid Level
$70K/yr - $100K/yrCoastal Wealth is a financial solutions firm located in Tampa, FL, dedicated to empowering individuals and businesses in their financial journeys. As a Financial Advisor, you will partner with clients to develop personalized financial strategies and long-term plans, while cultivating your own practice with industry-leading support and resources.
Financial Services
Responsibilities
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 analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualification
Required
215 License Needed
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