Coastal Wealth · 1 week ago
Financial Advisor
St Augustine, FL
Full-time
Hybrid
Mid LevelCoastal Wealth is dedicated to helping individuals achieve their long-term financial goals by providing personalized financial planning services. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.
Financial Services
Hiring Manager
Jim Byrnes
Responsibilities
Providing financial planning
Retirement planning
Investment advice
Financial advisory services to clients on a day-to-day basis
Qualification
Required
Financial Planning and Retirement Planning skills
Finance and Investments knowledge
Experience in providing Financial Advisory services
Strong analytical and decision-making skills
Excellent communication and interpersonal skills
Ability to work independently and in a team environment
Bachelor's degree in Finance, Economics, or related field
Preferred
Certifications such as CFP or CFA are a plus
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