Coastal Wealth · 1 week ago
Financial Advisor
Florida, United States
Full-time
Onsite
Mid LevelCoastal Wealth is a leading financial planning firm that provides innovative solutions to clients. As a Financial Advisor, you will work with individuals and families to help secure their financial future while building your own business through provided leads and a broad portfolio of products.
Financial Services
Hiring Manager
James Bonilla
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
Strong interpersonal skills and customer service focus
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
Preferred
BA, BS, and/or graduate degree or equivalent work experience preferred
Benefits
Medical and dental
Life and disability income insurance
Thrift and pension plans
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