Coastal Wealth · 10 hours ago
Experienced Financial Advisor - Columbus, OH
Columbus, OH
Full-time
Onsite
Mid Level
$75K/yr - $100K/yrCoastal Wealth is a financial solutions firm dedicated to empowering individuals and businesses in their financial journeys. They are seeking an Experienced Financial Advisor to partner with clients in developing personalized financial strategies and building lasting relationships. The role offers entrepreneurial freedom and access to innovative tools and resources to grow a successful practice.
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
Sales Experience Needed
Must be in Columbus, OH
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
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