Financial Services Professional jobs in United States
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Coastal Wealth · 19 hours ago

Financial Services Professional

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$50K/yr - $200K/yr

Coastal Wealth is a full service financial planning firm that is part of MassMutual, a leading mutual life insurance company founded in 1851. They are seeking a Financial Advisor to work directly with individuals and families, helping them navigate their financial futures while building their own business through provided leads.

Financial Services
Hiring Manager
James Bonilla
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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

Customer service focusInterpersonal skillsMarket developmentNetworking abilitiesDegreeEquivalent experiencePresentation skillsOrganization skillsWork ethicSelf-motivatedGoal-oriented

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

Benefits

Medical and dental
Life and disability income insurance
Thrift and pension plans

Company

Coastal Wealth

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Coastal Wealth provide comprehensive wealth management services.
dateFounded in 2016
location
Fort Lauderdale, Florida, USA
people-size51-200 employees
web-link
https://www.mycoastalwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Erica Silverstein
Administrative Partner at Wealth Solutions Partners
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Luis Hernandez (Wicho)
Partner
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Company data provided by crunchbase