Coastal Wealth · 4 months ago
Financial Advisor & Insurance Sales - Miami, Florida
United States
Full-time
Remote
Mid Level
$55K/yr - $100K/yrCoastal Wealth is a company focused on empowering lives and building futures. They are seeking a Financial Advisor to help clients navigate their financial futures with confidence while providing innovative tools and resources to support their practice.
Financial Services
Responsibilities
Help individuals, families, and business owners navigate their financial futures with confidence and clarity
Run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team
Access cutting-edge tech and training to grow your practice
Offer a full suite of financial products tailored to individual client needs
Qualification
Required
Ability to help individuals, families, and business owners navigate their financial futures
Willingness to run your practice like a business
Access to industry-leading tools and innovative products
Ability to offer a full suite of financial products tailored to individual client needs
Commission-based role with upside earning potential
Performance-based rewards reflecting the value you bring
Comprehensive benefits package including medical, dental, life, disability, and retirement plans
Availability for full-time schedule Monday–Friday
Desire for ongoing development through coaching, mentorship, and advancement opportunities
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