Coastal Wealth · 4 months ago
Financial Advisor & Insurance Sales - Jacksonville, Florida
United States
Full-time
Remote
Mid Level
$55K/yr - $100K/yrCoastal Wealth is a firm dedicated to empowering individuals and families in navigating their financial futures. They are seeking a Financial Advisor to build a practice that offers tailored financial solutions using innovative tools and resources.
Financial Services
Qualification
Required
Ability to navigate financial futures with confidence and clarity
Business-minded approach to running a practice
Access to innovative tools and resources
Ability to offer a full suite of financial products tailored to individual client needs
Willingness to work in a commission-based role
Desire for performance-based rewards
Interest in a comprehensive benefits package including medical, dental, life, disability, and retirement plans
Eligibility for subsidized benefits for qualified Financial Services Representatives
Commitment to ongoing development through coaching, mentorship, and advancement opportunities
Availability for full-time work, Monday–Friday
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